Tax Partner – UHNW

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the principal tax advisor and main point of contact for a select group of Regis families, managing and expanding a client portfolio with balance sheets often exceeding +$100M.

• Develop practical, year-round, and multi-year tax strategies customized to each family's objectives, ownership structures, businesses, trusts, investments, charitable efforts, and succession plans.

• Lead and nurture a dedicated team of tax professionals focused on ultra-high-net-worth clients, overseeing staffing, engagement economics, billing, and service standards.

• Identify planning opportunities and risks related to business transactions, concentrated stock positions, real estate, carried interests, equity compensation, major charitable contributions, residency changes, and cross-border issues.

• Direct tax compliance either personally or through active review and collaboration with external CPA firms or internal tax teams.

• Manage responses to significant federal and state tax notices, examinations, and controversies, coordinating with legal counsel and specialists.

• Collaborate with wealth advisors and teams in estate planning, investments, financial planning, and family office services.

• Organize tax calendars and responsibilities in conjunction with outside CPAs, attorneys, trustees, investment bankers, valuation experts, controllers, and other advisors.

• Assist in prospective client meetings and contribute to the evolution of the tax service model, team, and technology.

⛳️ Requirements

• CPA license is mandatory.

• 12–15+ years of progressive tax experience; substantial experience with families possessing $100M+ is essential.

• Profound technical expertise in individual, fiduciary, partnership, corporate, estate, gift, and state and local taxation.

• Experience with advanced tax planning techniques for ultra-high-net-worth families.

• Experience in identifying cross-border tax and reporting challenges and collaborating with international tax experts.

• Experience managing critical tax notices, examinations, and controversy matters, including liaising with tax counsel.

• Experience advising entrepreneurs, business owners, executives, and multi-generational families during liquidity events, business succession, wealth transfer, and significant transactions.

• Ability to analyze complex situations and provide clear, actionable recommendations.

• Exceptional written and verbal communication skills.

• Proven ability to lead and develop high-performing tax professionals.

• Comfort operating within a team-oriented, integrated advisory environment under a regulated RIA structure.

• Unquestionable integrity, confidentiality, sound risk management, and commitment to client interests.

• Willingness to travel up to 10%.

• Availability Monday through Friday, 8 AM to 5 PM, with occasional early or late hours.

• Advanced degree in taxation (MST/LL.M.), law degree, or a comparable technical credential is strongly preferred.

• Previous experience at a family office, multi-family office, wealth management firm, or national accounting firm is highly preferred.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance

• Company Paid Short-Term and Long-Term Disability Insurance

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care.

• 14 Company Paid Holidays, including a full week off at Thanksgiving.

• Generous paid time off program for vacations and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to allow time for recovery, baby bonding, and enjoying family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones to assist with caring needs for aging parents, young children, and life's challenges.

• 401(k) Retirement Plan offering both Traditional and Roth plans with per pay period matching, as well as an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing.

• Remote work from a dedicated home office workspace.

• Basic technology needs provided to meet position requirements.

• Annual bonus and other incentive compensation may be included in the total compensation package.