Tax Senior Associate | Boutique Family Office Practice | UHNW Advisory Work

Location: San Jose, CA (Hybrid)

Compensation: Up to $135,000 base + benefits

Requirements: 3–5 years public accounting tax experience | CPA required or actively pursuing

You've spent years preparing returns and learning the mechanics of tax. Now imagine applying that knowledge to the most complex financial lives in the country—multi-billionaire families, billion-dollar business portfolios, generational wealth transfer, and real estate structures that most CPAs never see up close.

That's what this role is.

We are a boutique family office practice with an exclusive client base of ultra-high-net-worth individuals and families—clients with a minimum of $50M in liquid assets, many of them multi-billionaire families. We are hiring a Tax Senior Associate to join a small, experienced team where you will be seen, developed, and given real advisory work from day one.

This is not Big 4. This is not a national platform. This is a tight-knit group of experienced partners who want to invest in the right person—and give them a career that most public accountants never get access to.

Why This Role Is Different

• Real Advisory Work, Not Just Compliance — When a client acquires a property, you help structure it. When a family is planning a generational transfer, you're in the room. You'll understand how tax touches every corner of a client's financial life—business operations, investments, real estate, estate planning—and you'll be advising on all of it.
• Direct Partner Access — No gatekeepers, no layers of management between you and the people making decisions. Have a question? Walk into a partner's office. The open-door policy here is genuine.
• Sophisticated Work, Every Day — The complexity of this client base is unlike anything in traditional public accounting. Multi-entity structures, trust and estate planning, partnership taxation, and cross-disciplinary advisory work are the norm—not the exception.
• Fast-Track Advancement — The firm is growing, and there is real runway here. The path from Senior Associate to Manager to senior leadership is visible and actively supported. If you perform, you move up.
• You Are Not a Number — At a Big 4 or large regional firm, you're a headcount. Here, you're a named member of a small, high-performing team. Your growth, your questions, and your contributions actually matter.

Benefits

• Base salary up to $135,000
• Medical insurance — 75% employer-paid
• Dental and vision coverage
• 401(k) with 5% employer match
• Open PTO policy
• Full CPA exam support and continuing professional education reimbursement
• Direct mentorship from experienced partners
• Clear, structured advancement opportunities

Key Responsibilities

• Prepare and review tax returns for high-net-worth individuals, trusts, estates, partnerships, and corporations
• Assist with tax planning and advisory strategies for ultra-wealthy families and their business interests
• Conduct research on complex tax issues and present well-reasoned recommendations
• Communicate directly with clients and their advisors to gather information and address questions
• Support partners on advisory engagements involving real estate, investments, and business transactions
• Help develop tax-efficient structures across a variety of complex client scenarios
• Supervise and mentor staff accountants
• Stay current on tax law changes affecting high-net-worth and ultra-high-net-worth taxpayers

Qualifications

• Active CPA license required, or actively pursuing with intent to complete
• 3–5 years of public accounting experience, with a preference for HNW or UHNW tax exposure
• Strong technical foundation in individual, trust, partnership, and corporate taxation
• Genuine interest in advisory work — you want to understand the why, not just the what
• Excellent analytical, research, and communication skills
• Self-directed, detail-oriented, and comfortable operating in a lean, entrepreneurial environment
• Team player who takes ownership and thrives without a lot of hand-holding

Apply now or send your resume directly to keith.shuler@levelociti.com for faster consideration.

To view additional openings, visit: levelociti.com/job-search

If you are a Tax Manager or Senior Manager with family office or UHNW experience, we encourage you to apply — there may be an opportunity at your level as well.

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