Director, Tax Strategy

We are seeking a Tax Strategy Director to join our Foster City–based Family Office team, focusing on delivering proactive, high-impact income tax planning for ultra-high-net-worth individuals and families.

Requirements

• 4–7 years of relevant experience in tax practice
• Significant experience preparing and/or reviewing UHNW individual tax returns and related analyses
• Strong working knowledge of individual taxation and pass-through entity taxation; familiarity with equity compensation and QSBS planning considerations
• Strong quantitative skills with the ability to build and maintain planning models (scenario comparisons and tax impact analyses)
• Excellent analytical, organizational, and documentation skills
• Strong written and verbal communication abilities
• Detail-oriented with a proactive, solution-oriented mindset
• Big 4/Big 4 equivalent career experience in tax

Benefits

• Competitive salary range: $175,000-$220,000