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Job description
Compensation: Up to $300k+ and partnership track
Type: Full Time / Hybrid (2 to 3 days in office)
We are partnered with a highly respected advisory and accounting firm that is hiring a Tax Director for its San Francisco office. With deep Bay Area roots and a growing national presence, the firm is known for its long-standing client relationships and strategic approach to tax and estate planning. Their fully integrated services support high-net-worth individuals, multigenerational families, and privately held businesses, including billionaire clients.
This opportunity is ideal for a seasoned tax professional with significant expertise in high net worth taxation, including partnerships, individuals, trusts, estates, charitable planning, and sophisticated gift strategies. With three senior partners preparing for retirement, the incoming Tax Director will inherit high-value client relationships, oversee complex tax matters, and help shape the future of the firm.
What You Will Do:
Lead tax planning and compliance for high-net-worth individuals, partnerships, trusts, estates, and business entities
Oversee sophisticated strategies in gift, estate, and charitable tax planning
Serve as the primary advisor for legacy client relationships, including ultra-high-net-worth families
Manage and mentor a skilled team of tax professionals
Drive process improvements and contribute to firmwide initiatives
Support succession planning and transition of legacy clients
What You Will Need:
10+ years of public accounting experience
Deep expertise in high net worth taxation (individual, partnership, trust, estate, gift, and charitable)
Demonstrated leadership and mentoring skills
CPA required
Bonus Points:
Prior experience working directly with ultra-high-net-worth families, family offices, or multigenerational wealth.
Why Join:
Clear partnership track in two to three years
Direct handoff of legacy clients as partners retire
️ Hybrid schedule with 2 to 3 days in office
Competitive base up to $250k plus performance bonus
Full benefits, 401k match, and generous PTO
🤝 Work with a loyal client base, including billionaires and multigenerational families
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.