Attorney in San Jose, CA

In-House

San Jose, CA

Attorney in San Jose, CA

Non-practicing Attorney

Min 12 yrs required

No

Job Title: Tax Partner - Family Office - High Net Worth

Job Responsibilities:
The Tax Partner will join the family office/high net worth tax practice, offering both compliance and consulting services to high net worth multi-generational wealthy families, their private businesses, investment entities, and family offices. Key responsibilities include:

- Providing expert tax consulting services tailored to family office/high net worth clients.
- Diagnosing, developing, and implementing solutions for complex client tax needs.
- Planning client engagements and managing compliance projects.
- Reviewing tax returns for wealthy family members, their trusts, investment entities, and private businesses, which may include sectors such as Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail, and Restaurants.
- Supporting financial growth efforts and managing a book of business.
- Supervising and reviewing the work of team staff members.
- Working closely with clients, internal managers, and partners to deliver outstanding service.
- Utilizing strong verbal and written communication skills to articulate complex information and tax law.
- Developing and maintaining exceptional client relationships through superior client service and communication.

Education and Experience Information:
- A Bachelor's degree in Accounting with a CPA License or JD is required.
- Candidates must have 12+ years of continuous public accounting or family office tax experience.
- Extensive experience with high net worth clients is essential, covering areas such as personal taxation, trust taxation, estate & gift taxation, and charitable taxation. Exposure to flow-through entities, partnership taxation, and corporate taxation is also necessary, including State & Local income (SALT)/Franchise tax for multi-state filers.
- Experience in reviewing tax returns for wealthy family members, their trusts, investment entities, and private businesses is important. Exposure to business returns is preferred but not mandatory.
- Preferred qualifications include a Master's Degree in Taxation or a Law Degree, experience working for a Big 4 or large national, regional, or local accounting firm, experience working with Private Foundations, and exposure to reporting and filings related to foreign assets, investments, and holdings.
- A proven ability to develop new business relationships and expand services to existing clients will be beneficial.

Salary Information:
The text does not provide specific salary information. However, it mentions that Company offers a competitive benefits and compensation package for all employees. The package includes flexibility in scheduling to balance personal and professional demands while maintaining the ability to serve clients.

Additional Information:
Company is committed to providing equal employment opportunities and does not tolerate discrimination or harassment based on various protected characteristics as mentioned in the text. Reasonable accommodations are available for applicants with disabilities upon request during the recruitment process.

Company will consider qualified applicants with arrest or conviction records in accordance with applicable laws, including the California Fair Chance Act and relevant local ordinances. For more details on Company’s background check process, applicants are encouraged to visit the provided link in the original text.