Tax - General Attorney in San Francisco, CA

In-House

San Francisco, CA

Tax - General Attorney in San Francisco, CA

Attorney

Min 12 yrs required

No

Summary:

- Position: Tax Partner - Family Office - High Net Worth
- Company: **MEMBERS ONLY**SIGN UP NOW***.
- Locations: Houston, Chicago, San Francisco, Orlando, St. Petersburg, Jacksonville, Los Angeles, Dallas, Tampa, Austin, New York, Miami, Irvine, Boston
- Time Type: Full time
- Job Requisition ID: JR102695

**MEMBERS ONLY**SIGN UP NOW***., a leading provider of professional services to the middle market globally, is seeking an experienced Tax Partner to join their family office/high net worth tax practice. The successful candidate will use their expertise in taxation to provide compliance and consulting services to high net worth clients, multi-generational wealthy families, and their private businesses and/or investment entities, as well as family offices.

Qualifications:

- Bachelor's degree in Accounting with CPA License or JD required
- 12+ years continuous public accounting or family office tax experience
- Strong experience with high net worth clients, including personal taxation, trust taxation, estate & gift taxation, charitable taxation, 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, trusts, investment entities, and private businesses
- Ability to support financial growth efforts and manage a book of business
- Strong verbal and written communication skills
- Exceptional client service and communication skills

Preferred Qualifications:

- Master's Degree in Taxation or Law Degree
- Experience working for a Big 4 or large national, regional or local accounting firm
- Experience working with Private Foundations
- Exposure to reporting and filings related to foreign assets, investments, and holdings
- Proven ability to develop new business relationships and expand services to existing clients

Benefits at **MEMBERS ONLY**SIGN UP NOW***. include a competitive benefits and compensation package, personalized wellbeing programs, generous time off policy, and flexibility in scheduling. **MEMBERS ONLY**SIGN UP NOW***. is an Affirmative Action and Equal Employment Opportunity employer that values diversity and offers accommodations for applicants with disabilities.

Join **MEMBERS ONLY**SIGN UP NOW***. and be a part of a culture that empowers and inspires you to thrive both personally and professionally. Apply today!