Tax Director, Family Office

Description Title: Tax Director Location: San Francisco (Hybrid)Salary: 200k-250kAbout the Company: Our company is a fast-paced, dynamic organization that provides comprehensive wealth management services. We specialize in serving high net worth individuals, closely held businesses, partnership investments, estates, trusts, and private foundations. Our integrated approach to family wealth planning encompasses estate and financial planning, equity compensation models, and complex tax regulations.Key Responsibilities:

Provide federal, state, and local personal and trust income tax services.

Conduct thorough research on tax regulations in various jurisdictions and newly promulgated regulations at federal and state levels.

Manage complex Schedules K-1, foreign reporting, and multi-state filings.

Maintain effective working relationships with clients, their trusted advisors, and peers.

Explain complex tax concepts to clients, advisors, and others in an understandable manner.

Requirements

Qualifications:

Bachelor’s degree in accounting or a related field.

CPA certification with 7+ years’ experience, preferably "Big 4" tax experience.

Proven understanding of integrated family wealth planning, incentive stock options, various equity compensation models, and QSBS stock.

Familiarity with UltraTax and/or CCH Axcess, Microsoft Office programs and relevant software.

Salesforce experience is a plus.

Unique Selling Points of the Company:

Competitive compensation package, including a discretionary bonus program.

Comprehensive benefits package that includes medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, and more.

All employees receive equity in the company, aligning employee and organizational interests

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .