Tax Director - Family Office

Tax Director - Family Office

Join an established, integrated family office serving ultra-high-net-worth entrepreneurs and tech-wealth families, where a $190,000-$220,000 base salary, full practice ownership, and direct partnership alignment await a senior tax leader.

What you'll do

• Own federal, state, and multi-state tax compliance across UHNW individuals, complex partnerships, trusts, and non-profit entities.

• Design and execute advanced tax strategies including entity structuring, capital-transaction planning, equity compensation (stock options, RSUs, 10b5-1 plans), gift/estate, and foreign income reporting.

• Serve as the primary client relationship leader for top-tier engagements, translating complex tax concepts into actionable strategy for family principals.

• Represent clients in all tax controversy matters, managing federal, state, and local audits from notice through final resolution.

• Partner with cross-disciplinary teams to integrate tax strategies with estate, philanthropic, insurance, and overall wealth planning.

• Oversee practice operations, including engagement budgeting, workflow management, quarterly billing, and client retainer structuring.

• Recruit, mentor, and elevate the tax team, building a high-performing leadership pipeline.

What you need

• 15+ years of tax compliance and advisory experience tailored to UHNW individuals, family groups, complex partnerships, and trusts.

• Active CPA license or Enrolled Agent (EA) credential.

• Deep technical expertise in multi-state returns, foreign income disclosures, gift/estate tax, and complex equity compensation.

• Proven track record leading tax professionals and managing multi-faceted client engagements at a director level.

• Bachelor's degree in Accounting, Finance, or a related field.

Nice to have

• Master's in Taxation (MST) or LL.M. in Taxation.

• Proficiency in CCH Axcess Tax, BNA Income Tax Planner, or Checkpoint RIA.

• Direct experience inside a single/multi-family office or top-tier wealth management firm.

• Experience presenting sophisticated tax structures directly to ultra-affluent founders and investors.

Pay & benefits

• Base salary: $190,000-$220,000 depending on experience, plus individual and team performance bonuses.

• Health & wellness: Premium medical, dental, and vision coverage plus supplemental wellness plans.

• Financial & retirement: 401(k) plan with company-matching contributions.

• Time off & perks: Generous paid time off and ongoing professional development support.

Location & schedule

• Offices: Mountain View, CA or Austin, TX.

• Work model: Hybrid

• Employment type: Full-time, permanent.

About & how to apply

We are an integrated family office delivering holistic tax, financial advisory, estate, and wealth reporting solutions to a select group of high-net-worth entrepreneurs and tech leaders. We foster a collaborative, client-first culture built on technical excellence.

To apply, submit your resume for consideration. Qualified candidates will be contacted promptly for a confidential discussion with our Partners.

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Fauster Faustin - Executive Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

This job was first posted by CyberCoders on 07/02/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

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