Job Description
A leading
multi-family office
is seeking a
Tax Senior Manager
to join its growing practice serving
families and entrepreneurs
with complex wealth structures.
The ideal candidate is a
seasoned tax professional
with deep experience in a family office environment working on high-net-worth and partnership taxation, strong leadership capabilities, and a genuine passion for helping clients navigate sophisticated financial challenges. You'll manage client engagements end-to-end, oversee compliance and planning, mentor team members, and collaborate cross-functionally with firm leadership on integrated wealth strategies.
Key Responsibilities
Lead and manage multiple tax engagements for high-net-worth clients, partnerships, trusts, and private entities.
Provide strategic tax planning, structuring, and compliance solutions across diverse client portfolios.
Direct workflow, coach staff, and ensure timely, high-quality deliverables.
Manage client audits, quarterly billing, and annual retainers.
Partner with leadership to integrate tax strategy with broader financial, estate, and philanthropic planning initiatives.
Contribute to process improvement, recruiting, and firm growth initiatives.
Qualifications
Master's in Taxation preferred .
CPA or Enrolled Agent required.
7+ years of experience in tax compliance and consulting for
ultra-high-net-worth individuals and families .
Expertise in
partnerships, trusts, equity compensation, multi-state filings, and complex capital transactions.
Hoxton Circle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Senior Tax Manager • Mountain View, California, United States