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Catalyst Family Office
Tax Director - Family Office
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Job Description
Tax Director - Family OfficeJoin an established, integrated family office serving ultra-high-net-worth entrepreneurs and tech-wealth families, where a $190,000-$220,000 base salary, full practice ownership, and direct partnership alignment await a senior tax leader.
What you'll doOwn federal, state, and multi-state tax compliance across UHNW individuals, complex partnerships, trusts, and non-profit entities.
Design and execute advanced tax strategies including entity structuring, capital-transaction planning, equity compensation (stock options, RSUs, 10b5-1 plans), gift/estate, and foreign income reporting.
Serve as the primary client relationship leader for top-tier engagements, translating complex tax concepts into actionable strategy for family principals.
Represent clients in all tax controversy matters, managing federal, state, and local audits from notice through final resolution.
Partner with cross-disciplinary teams to integrate tax strategies with estate, philanthropic, insurance, and overall wealth planning.
Oversee practice operations, including engagement budgeting, workflow management, quarterly billing, and client retainer structuring.
Recruit, mentor, and elevate the tax team, building a high-performing leadership pipeline.
What you need15+ years of tax compliance and advisory experience tailored to UHNW individuals, family groups, complex partnerships, and trusts.
Active CPA license or Enrolled Agent (EA) credential.
Deep technical expertise in multi-state returns, foreign income disclosures, gift/estate tax, and complex equity compensation.
Proven track record leading tax professionals and managing multi-faceted client engagements at a director level.
Bachelor's degree in Accounting, Finance, or a related field.
Nice to haveMaster's in Taxation (MST) or LL.M. in Taxation.
Proficiency in CCH Axcess Tax, BNA Income Tax Planner, or Checkpoint RIA.Direct experience inside a single/multi-family office or top-tier wealth management firm.
Experience presenting sophisticated tax structures directly to ultra-affluent founders and investors.
Pay & benefitsBase salary: $190,000-$220,000 depending on experience, plus individual and team performance bonuses.
Health & wellness: Premium medical, dental, and vision coverage plus supplemental wellness plans.
Financial & retirement: 401(k) plan with company-matching contributions.
Time off & perks: Generous paid time off and ongoing professional development support.
Location & schedule
About & how to applyWe are an integrated family office delivering holistic tax, financial advisory, estate, and wealth reporting solutions to a select group of high-net-worth entrepreneurs and tech leaders. We foster a collaborative, client-first culture built on technical excellence.
To apply, submit your resume for consideration. Qualified candidates will be contacted promptly for a confidential discussion with our Partners.
What you'll doOwn federal, state, and multi-state tax compliance across UHNW individuals, complex partnerships, trusts, and non-profit entities.
Design and execute advanced tax strategies including entity structuring, capital-transaction planning, equity compensation (stock options, RSUs, 10b5-1 plans), gift/estate, and foreign income reporting.
Serve as the primary client relationship leader for top-tier engagements, translating complex tax concepts into actionable strategy for family principals.
Represent clients in all tax controversy matters, managing federal, state, and local audits from notice through final resolution.
Partner with cross-disciplinary teams to integrate tax strategies with estate, philanthropic, insurance, and overall wealth planning.
Oversee practice operations, including engagement budgeting, workflow management, quarterly billing, and client retainer structuring.
Recruit, mentor, and elevate the tax team, building a high-performing leadership pipeline.
What you need15+ years of tax compliance and advisory experience tailored to UHNW individuals, family groups, complex partnerships, and trusts.
Active CPA license or Enrolled Agent (EA) credential.
Deep technical expertise in multi-state returns, foreign income disclosures, gift/estate tax, and complex equity compensation.
Proven track record leading tax professionals and managing multi-faceted client engagements at a director level.
Bachelor's degree in Accounting, Finance, or a related field.
Nice to haveMaster's in Taxation (MST) or LL.M. in Taxation.
Proficiency in CCH Axcess Tax, BNA Income Tax Planner, or Checkpoint RIA.Direct experience inside a single/multi-family office or top-tier wealth management firm.
Experience presenting sophisticated tax structures directly to ultra-affluent founders and investors.
Pay & benefitsBase salary: $190,000-$220,000 depending on experience, plus individual and team performance bonuses.
Health & wellness: Premium medical, dental, and vision coverage plus supplemental wellness plans.
Financial & retirement: 401(k) plan with company-matching contributions.
Time off & perks: Generous paid time off and ongoing professional development support.
Location & schedule
Offices:
Mountain View, CA or Austin, TX.Work model:
HybridEmployment type: Full-time, permanent.About & how to applyWe are an integrated family office delivering holistic tax, financial advisory, estate, and wealth reporting solutions to a select group of high-net-worth entrepreneurs and tech leaders. We foster a collaborative, client-first culture built on technical excellence.
To apply, submit your resume for consideration. Qualified candidates will be contacted promptly for a confidential discussion with our Partners.
Benefits
- Paid Time Off (PTO)
- 401(k) Plans
- Professional Development
- Employee Stock Options (ESOs)