Tax Manager | Family Office

Job Description

Job Description

Tax Manager - Family Office Practice

Location :  San Jose, CA

Compensation :  Up to $170,000 base

About Us

We are an established boutique family office practice specializing in comprehensive tax planning and advisory services for ultra-high-net-worth individuals, families, and their multi-million and billion-dollar businesses. Led by experienced partners, we provide personalized service to an exclusive client base that includes several multi-billionaire families.

Unlike traditional public accounting or Big 4 environments, here you're not just a number—you're a valued professional with direct partner access, visibility, and a real voice in client strategy.

Why This Opportunity is Different

True Advisory Work :  Go beyond compliance. Provide strategic tax planning that makes a real impact—from structuring property acquisitions to minimize tax burdens, to comprehensive wealth transfer strategies for multi-generational families.

Meaningful Client Relationships :  Work with a select portfolio of sophisticated clients (minimum $50M in liquidable assets) and understand the full scope of their financial picture.

Growth & Visibility :  With the firm consistently adding high-net-worth families to the practice, there are exceptional opportunities to grow into leadership roles. You'll have direct access to partners through an open-door policy.

Work-Life Integration :  Open PTO policy and a culture that values your contributions and wellbeing.

Key Responsibilities

• Lead complex tax planning strategies for ultra-high-net-worth individuals and family entities
• Manage compliance and advisory work for high-net-worth families and their business enterprises
• Provide sophisticated tax advice on real estate transactions, investment structuring, and wealth transfer
• Oversee and mentor tax professionals while developing their technical and advisory skills
• Research complex tax issues and develop innovative solutions for unique client situations
• Build trusted advisor relationships with clients and their other professional advisors
• Collaborate with partners on client strategy and practice development
• Ensure the highest quality of work product and client service delivery

Qualifications

Comprehensive Benefits Package

Ready to Make the Move?

If you're tired of being a cog in a machine and want to do meaningful advisory work with ultra-high-net-worth families in a collaborative, growth-oriented environment, we'd love to hear from you.

Please apply today if interested!