In-House
Los Angeles, CA
Attorney in Los Angeles, CA
Non-practicing Attorney
Min 12 yrs required
No
Job Title: Tax Partner - Family Office - High Net Worth
Job Responsibilities:
The Tax Partner for the Family Office and High Net Worth division at the company is tasked with providing expert tax compliance and consulting services to high net worth, multi-generational wealthy families, and their private businesses or investment entities, as well as family offices. The key responsibilities include:
- Utilizing expertise in taxation to address the unique needs of high net worth clients, including personal taxation, trust taxation, estate and gift taxation, and charitable taxation.
- Developing and implementing solutions for clients' tax needs with analytical skills and creative approaches.
- Supporting financial growth efforts and managing a book of business.
- Planning client engagements and managing compliance projects.
- Supervising and reviewing the work of team staff members.
- Working closely with clients, internal managers, and partners to provide exceptional client service.
- Articulating complex information and tax law effectively through strong verbal and written communication skills.
- Maintaining outstanding client relationships and demonstrating the ability to develop and expand services to existing clients.
Education and Experience Information:
Basic Qualifications:
- A Bachelor's degree in Accounting with a CPA License or JD is required.
- A minimum of 12 years of continuous public accounting or family office tax experience is necessary.
- Strong experience with high net worth clients and exposure to flow-through entities, partnership taxation, and corporate taxation, 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.
Preferred Qualifications:
- A Master's Degree in Taxation or a Law Degree is preferred.
- Experience working for a Big 4 or large national, regional, or local accounting firm is advantageous.
- Experience working with Private Foundations and exposure to reporting and filings related to foreign assets, investments, and holdings are preferred.
- Proven ability to develop new business relationships is highly valued.
Salary Information:
The document does not provide specific salary information. However, it mentions that the company offers a competitive benefits and compensation package, which includes flexibility in scheduling to balance life's demands while serving clients effectively.
Legal Terminology and Important Information:
The company emphasizes its commitment to equal employment opportunities and does not tolerate discrimination or harassment based on various protected characteristics under applicable federal, state, or local law. Reasonable accommodation for applicants with disabilities is available upon request during the recruitment process. Additionally, the company will consider qualified applicants with arrest or conviction records in accordance with applicable laws, such as the California Fair Chance Act and other regional ordinances.
Candidates interested in this role are encouraged to apply, keeping in mind the company's inclusive policies and commitment to diversity and equal opportunity.
Jun 25, 2025
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Jun 17, 2025
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