Tax Director/Relationship Manager - Palo Alto, California United States - 22152

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JOB DESCRIPTION

Job #: 22152
Title: Tax Director/Relationship Manager
Job Location: Palo Alto, California - United States
Employment Type:
Salary: $175,000.00 - $275,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Tax Director/Relationship Manager - 5B+ Multi-Family Office

5B+ Multi-Family Office seeks Tax Director in Palo Alto, CA to provide tax and family office services to HNW/UHNW clients.

  • Competitive base salary + bonus; low-upper 200’s total compensation depending on experience
  • Due to expansion, firm is also open to candidates at the senior or manager level
  • Relocation assistance available

JOB DESCRIPTION

  • Perform high level tax review, planning and consulting
  • Oversee and manage staff to coordinate tax compliance process
  • Be involved all aspects of HNW individuals’ financial affairs including mortgages, financing,  coordination of bill pay, buy/sell agreements, acquisition and disposition of strategic assets, etc.
  • Emphasis is on providing excellent client service to existing client base; no  new business; excellent work life balance

QUALIFICATIONS

Requires 8+ years’ experience with current or prior HNW tax background.