In-House
San Francisco, CA
Attorney in San Francisco, CA
Non-practicing Attorney
10-15 yrs required
No
Job Title: Tax Partner - High Net Worth - Private Client Services
Job Responsibilities:
- Join the expanding Private Client Services (PCS) / High Net Worth (HNW) practice to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities.
- Utilize expertise in taxation for effective diagnosis, development, and implementation of solutions to clients' tax needs.
- Support financial growth efforts and manage a book of business.
- Plan client engagements, provide tax consulting services, manage compliance projects, and supervise and review work of team staff members.
- Work closely with clients as well as internal managers and partners.
- Develop and pursue creative approaches to resolve client issues.
- Maintain and develop outstanding client relationships through exceptional client service and communication skills.
Education and Experience Information:
- Bachelor's degree in Accounting is required.
- CPA License or JD is required.
- A minimum of 15 years of public accounting or family office tax experience is necessary.
- Must have experience in the review of tax returns for wealthy family members, their trusts, investment entities, and private businesses. Exposure to business returns is a plus but not required.
- Strong experience with private client services including personal taxation, trust taxation, estate & gift taxation, charitable taxation, and exposure to flow-through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers.
- Must have 10+ years of experience dealing with high net worth clients.
- Preferred candidates will have a Master's Degree in Taxation or Law Degree.
- Experience working for a Big 4 or large national, regional, or local accounting firm or large Family Offices is preferred.
- Experience with Private Foundations and exposure to reporting and filings related to foreign assets, investments, and holdings is advantageous.
- Proven ability to develop new business relationships and expand services to existing clients is preferred.
Salary Information:
- The company offers a competitive benefits and compensation package.
- Flexibility in scheduling is provided to empower employees to balance life's demands while maintaining the ability to serve clients.
Legal and Equal Opportunity Information:
- All applicants will receive consideration for employment as the company does not tolerate discrimination and/or harassment based on various protected characteristics under applicable federal, state, or local law.
- Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
- The company is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
- The company will consider for employment qualified applicants with arrest or conviction records in accordance with applicable laws, including the California Fair Chance Act and the San Francisco Fair Chance Ordinance.
Jun 25, 2025
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May 22, 2025
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