Tax Partner - UHNW (West Coast)

Remote – US based candidates only, no visa sponsorship available.

About the role

This role will strengthen forecasting, budgeting, and financial planning processes that guide business decisions. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Responsibilities

• Lead as the primary tax advisor for a select group of Regis families, with $100M+ balance sheets
• Design tailored, multi-year tax strategies aligned with families' specific goals and structures
• Manage and mentor a specialized team of tax professionals for Regis engagements
• Identify and assess tax planning opportunities and risks linked to various financial activities
• Oversee tax compliance; ensure appropriate engagement with families' CPAs or preparation teams
• Coordinate responses to federal and state tax notices and examinations, collaborating with legal experts
• Work closely with wealth advisors and other specialists to ensure integrated tax strategies across family plans

Qualifications

• CPA license required; MST/LL.M. or law degree preferred
• 12-15+ years of tax experience, primarily with clients valued at $25M+; experience with $100M+ families needed
• Expertise in individual, fiduciary, partnership, corporate, estate, gift, and local taxation, focusing on UHNW families
• Experience with cross-border tax issues and coordination with specialists; direct expertise in all areas not mandatory
• Background in managing significant tax notices, examinations, and controversy matters

Pay

$212,500 – $250,000 annually

Benefits

• Company Paid Basic Life & AD&D Insurance
• Short-Term and Long-Term Disability Insurance at no cost
• Three Cigna medical plans and Kaiser options in California
• 14 Paid Holidays including a full Thanksgiving week
• Generous paid time off for vacations and sick days, including paid parental leave
• 401(k) Plan with employer matching and after-tax options