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About the job

Location: San Francisco CA

Type: Perm

Job #26855

Company Overview: A leading integrated, fee-only wealth management firm with offices in San Francisco and New York City is seeking a Director/Senior Director of Tax. This role will focus on tax planning and compliance for ultra-high-net-worth clients and families.

Job Responsibilities:

Serve as the senior tax advisor to UHNW clients and families, partnering closely with wealth advisors and estate planning teams Lead proactive income, gift, estate, and trust tax planning, including multi-year projections and transaction planning Provide final review of complex individual (1040), fiduciary (1041), gift (709), partnership (1065), and private foundation (990-PF) returns Oversee IRS and state notices, audits, and controversy matters Research complex technical issues and communicate recommendations to clients and advisors Lead, mentor, and develop managers and staff; manage workflow, quality, and client service across the team Contribute to business development and the growth of the tax practice

Qualifications:

12+ years of tax experience in public accounting, family office, or wealth management, with a significant focus on HNW/UHNW clients Deep expertise in individual, trust, estate, and gift tax planning and compliance Active CPA, EA, or JD/bar license required; MST or LLM a plus Proven experience leading and developing teams and managing senior client relationships Strong technical research and written/verbal communication skills

Compensation: Salary: $300,000 – $500,000 + Bonus

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