Tax Manager - Family Office

Tax Manager - Family Office

Tax Manager - High-Net-Worth & Family Office

Join a sophisticated family office practice where a $125,000-$185,000 base salary, high-impact client advisory, and a clear path toward senior leadership await an experienced tax professional ready to shape the financial lives of ultra-affluent entrepreneurs and multigenerational families.

 

What you'll do

• Lead complex tax engagements for ultra-high-net-worth individuals, families, partnerships, trusts, and foundations from initial planning through final delivery.

• Design and execute advanced tax strategies, including entity structuring, gift and estate planning, equity compensation events, and multi-state and foreign income reporting.

• Integrate core tax solutions with broader family office services, including philanthropy, risk management, and estate administration.

• Oversee engagement workflows, project budgets, quarterly billing, and annual retainer cycles to ensure high-quality delivery.

• Review returns and work papers prepared by staff and seniors, providing real-time technical coaching and constructive feedback.

• Partner with firm leadership to pitch, scope, and onboard new ultra-HNW client relationships.

• Drive adoption of modern tax software and planning tools across the team.

 

What you need

• 5+ years of tax compliance and consulting experience focused on ultra-affluent individuals, families, partnerships, and trusts.

• Active CPA license or Enrolled Agent (EA) designation.

• Hands-on experience with multi-state filing, foreign income reporting, gift/estate tax, and complex capital transactions (stock options, restricted stock, and 10b5-1 plans).

• Proficiency with CCH Axcess Tax and advanced Excel, along with familiarity with BNA Income Tax Planner or Checkpoint RIA.

• Bachelor's degree in Accounting or a related field.

 

Nice to have

• Master's degree in Taxation (MST) or LL.M. in Taxation.

• Experience with non-profit entity compliance and cross-border reporting requirements (FBAR, PFIC).

• Prior supervisory experience in a family office, private client, or wealth management tax practice.

 

Pay & benefits

• Base salary: $125,000-$185,000 depending on experience, plus individual and team performance bonuses.

• Health & wellness: Full medical, dental, and vision coverage plus supplemental wellness plans.

• Financial & retirement: 401(k) plan with company-matching contributions.

• Flexibility: Hybrid work model anchored to one of our office hubs.

 

Location & schedule

• Offices: Mountain View, CA or Austin, TX.

• Work model: Hybrid

• Employment type: Full-time, permanent.

 

About & how to apply

We are a premier professional services firm specializing in family office and private client tax advisory for highly entrepreneurial, tech-forward wealth owners. We cultivate a collaborative, client-focused environment that prioritizes technical excellence and long-term career growth.

To apply, submit your resume for consideration. Qualified candidates will be contacted promptly for an introductory call.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 07/01/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Salary

$125000 - $185000 USD per year