Tax Director - Family Office

Location: Mountain View, CA or Austin, TX (Hybrid / Partial Remote Work Availability)

About the Role

We are seeking a Director of Tax to serve as the senior-most tax practice leader in our firm. In this high-impact role, you will oversee a team of highly skilled professionals across all tax functions, reporting directly to the firm Partners. We provide an integrated suite of financial advisory, tax, and reporting insights to ultra-affluent individuals and families, particularly highly entrepreneurial and tech-savvy wealth owners. You will be responsible for developing tax-efficient strategies, managing premier client relationships, and ensuring the seamless integration of our multi-disciplinary services.

Responsibilities

• Practice Leadership & Profitability: Lead the tax compliance management process, direct workflows, develop engagement budgets, and oversee quarterly billing and annual client retainers to ensure practice profitability.
• Sophisticated Tax Strategy: Work closely with the partner group to provide advanced tax planning, complex entity structuring, and multifaceted solutions for ultra-high-net-worth individuals, partnerships, trusts, and non-profits.
• Cross-Discipline Integration: Collaborate with firm leadership to intelligently integrate tax strategies with our other core family office services, including estate planning, philanthropy, risk management, insurance, and EMFR.
• Controversy & Audit Management: Serve as the chief point of contact for managing tax audits and handling complex inquiries from federal, state, and local tax authorities.
• Talent & Culture Development: Train, motivate, mentor, and develop the firm's tax professionals while actively participating in senior-level recruiting efforts to build a strong leadership pipeline.

Requirements

• Experience: 15+ years of full-time tax compliance and consulting experience specifically tailored to ultra-affluent individuals/families, complex partnerships, trusts, and not-for-profit entities.
• Credentials: Active CPA license or Enrolled Agent (EA) designation required.
• Education: Bachelor's degree in Accounting; Master's in Taxation is highly preferred.
• Technical Expertise: Proven experience handling multi-state filing, foreign income reporting, gift/estate tax matters, and complex capital transactions including equity compensation (stock options, restricted stock, and 10b5-1 plans).
• Software Proficiency: High proficiency in advanced tax technologies such as CCH Axcess Tax, BNA Income Tax Planner, Checkpoint RIA, and advanced MS Excel.
• Leadership Traits: Adept emotional intelligence, excellent analytical problem-solving abilities, and a strong desire to serve, lead, and grow within a premier family office environment.

Benefits

• Comprehensive Wellness: Premium health, dental, vision, and additional tailored wellness plans.
• Financial & Retirement Security: Competitively structured base salary, performance incentives, and a 401(k) plan with company-matching contributions.
• Modern Flexibility: A progressive hybrid work environment supporting balance between our Mountain View or Austin hubs and remote flexibility.

Pay

$190,000 - $220,000 Base + Individual & Team Bonuses

This position is open to candidates currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.