Tax Supervisor

Tax Supervisor |

Ultra-Affluent Family OfficeLocation:

Mountain View, CA (Hybrid) | Austin, TX (Hybrid)

Employment Type:

Full-TimeSalary Range:

$115,000 - $155,000 (Plus individual & team bonuses)About the OpportunityWe are a premier professional services firm dedicated to providing an integrated suite of tax, financial advisory, and reporting insights to ultra-affluent individuals and families. We are specifically known for our work with highly entrepreneurial and tech-savvy wealth owners, helping them navigate the sophisticated challenges that come with significant, complex wealth.

As a Tax Supervisor, you will be a proven project leader and an integral member of our tax practice. Your role is critical not just in tax compliance, but in teaming with our other service lines-including philanthropy, estate planning, risk management, and insurance-to provide a truly holistic family office experience.

The Impact You Will MakeProvide high-level tax compliance and consulting services tailored to individuals, trusts, and non-profit entities.

Actively manage, coach, and mentor a talented team of tax interns, associates, and seniors to foster their professional growth.

Execute complex tax research projects to solve unique wealth challenges and draft technical responses to federal, state, and local tax notices.

Collaborate across departments to ensure tax strategies align with the client's broader goals in estate planning and philanthropy.

Exemplify a collaborative working style, maintaining strong relationships with all firm members and stakeholders.

What You Bring to the Team5+ years of full-time tax compliance experience, specifically focusing on partnerships, trusts, individuals, and not-for-profit organizations.

Bachelor's degree in Accounting is required; a Master's in Taxation is highly preferred.

Active CPA license (or currently in progress) or Enrolled Agent (EA) status.

Proficiency in advanced tax software, including CCH Axcess Tax, BNA Income Tax Planner, and Checkpoint RIA.Strong problem-solving abilities with an obsession for detail and organizational excellence.

A genuine desire to contribute to a high-performing team and grow within a premier family office environment.

Why Choose Us?

We are committed to being an employer of choice by offering a sophisticated work environment and a highly competitive rewards package.

Full range of medical, dental, vision, and wellness plans.401(k) plan with company-matching contributions and performance-based bonuses.

Primary office in Mountain View with partial remote work availability and occasional travel to our national locations.

Work with some of the most entrepreneurial wealth owners in the country, gaining unparalleled exposure to complex tax and financial structures.