Tax Senior Associate - Family Office Practice

Location: San Jose, CA

Compensation: Up to $135,000 base

About Us

We are an established boutique family office practice specializing in comprehensive tax planning and advisory services for ultra-high-net-worth individuals, families, and their multi-million and billion-dollar businesses. Led by experienced partners, we provide personalized service to an exclusive client base that includes several multi-billionaire families.

This is your opportunity to move beyond traditional public accounting and develop true advisory skills while working with some of the wealthiest families in the country.

Why This Role is Unique

Learn the Full Scope: Understand how tax implications work across every aspect of a client's financial life—from business operations to real estate acquisitions to multi-generational wealth transfer. When a client buys a property, you'll help structure it to minimize tax burdens. This is advisory work, not just compliance.

Be Seen & Heard: Unlike Big 4 firms where you're just a number, here you're a valued team member with direct access to partners. Have a question? Walk into a partner's office—we have an open-door policy.

Fast-Track Your Career: With the firm's continued growth and expansion, there's tremendous opportunity for rapid advancement into senior and management roles.

Sophisticated Work: Clients have a minimum of $50M in liquidable assets, which means complex, intellectually stimulating work every day.

Key Responsibilities

• Prepare and review tax returns for high-net-worth individuals, trusts, estates, partnerships, and corporations
• Assist with tax planning strategies for ultra-wealthy families and their businesses
• Conduct tax research on complex issues and provide recommendations
• Communicate directly with clients and their advisors to gather information and address questions
• Support partners and managers on advisory engagements
• Help develop tax-efficient structures for real estate, investments, and business transactions
• Supervise and train staff accountants
• Stay current on tax law changes affecting high-net-worth taxpayers
• Contribute to the team's collaborative culture and client service excellence

Qualifications

• Bachelor's degree in Accounting (Master's in Taxation a plus)
• CPA certification required or actively pursuing (we support your success)
• 3-5 years of tax experience, preferably with high-net-worth individuals
• Strong technical foundation in individual, trust, partnership, and corporate taxation
• Genuine interest in advisory work and tax planning, not just compliance
• Excellent analytical and problem-solving skills
• Strong communication abilities—written and verbal
• Detail-oriented with excellent organizational skills
• Desire to learn, grow, and take on increasing responsibility
• Team player who thrives in a collaborative, entrepreneurial environment

Comprehensive Benefits Package

• Competitive salary up to $135,000 base
• Medical insurance (75% employer-paid)
• Dental and Vision coverage
• 401(k) with 5% employer match
• Open PTO policy
• CPA exam support and continuing professional education
• Mentorship from experienced partners and senior staff
• Clear advancement opportunities

Ready for a Change?

If you're looking to escape the grind of traditional public accounting and want to develop real advisory skills while working with ultra-high-net-worth families, this is your opportunity.

To Apply: Please submit your resume for consideration.