Tax Director

This is a combined tax and wealth management firm, offices in California and Idaho, built around high net worth clients with significant stock comp exposure. Two tax partners are managing around significant books between them and need someone senior enough to take real ownership of client relationships, not just push through compliance work. In 8 years the firm hasn't had a single person leave.

The role:

You would be stepping in to own a large block of existing client relationships end to end, year round contact, tax projections, and final sign off level responsibility. The work is heavily weighted toward high net worth individual returns, 1040s and K1s rather than business returns, with a strong concentration of clients holding public and private company stock compensation.

Because these are combo clients shared with the wealth management side, the role calls for genuine tax planning that factors in how decisions affect clients' investment and financial planning picture, not compliance alone. You would have one or two shared staff and shared admin support, with the firm leaning on technology to handle a lot of the general data input.

Flexible and seasonal or part time arrangements, structured as hourly plus bonus, will be considered for the right candidate.

What you'll need:

• Strong experience with high net worth individual tax, 1040s and K1s, in a firm that is tax planning heavy rather than business return heavy
• Solid grounding in stock compensation and equity comp across both public and private markets
• Comfortable owning client relationships fully, including projections, year round communication, and sign off level accountability
• Experience managing one or two staff plus shared admin support
• A planning mindset that goes beyond compliance, with real interest in how tax strategy intersects with wealth management and investment decisions
• An entrepreneurial, ownership minded approach rather than a pure work life balance ask

What's on offer:

• $170,000 to $220,000, with the top of the range available for the right candidate, structured as salary or as hourly plus bonus for those wanting a seasonal or reduced hours arrangement
• A large existing block of client relationships available to inherit as trust is established, with real near term ownership
• Meaningful upside tied to growth and collections for someone with a growth mindset
• Flexible location: offices in Northern California and Idaho. Also open to candidates in Santa Barbara, San Diego, Salt Lake, Las Vegas and Scottsdale. Strong candidates in other locations will still be considered.
• A small, technology forward firm with zero staff attrition in 8 years and a genuinely integrated tax and wealth management service model