Tax Manager - Family Office

JobotSan Diego, CA

$140,000 - $170,000 / year

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Overview

Compensation

$140,000-$170,000/year

Job Description

Multi-generational HNW family planningThis Jobot Job is hosted by: Albert SimonsAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $140,000 - $170,000 per yearA bit about us:We are seeking a Tax Manager to support the tax and planning needs of our clients including a multi-generational family office. This role oversees complex tax compliance, planning, and strategy across individuals, trusts, estates, and related entities.We're a reputable team with a legacy for taking care of our employees. A nationally recognized advisory firm with deep roots in tax strategy and compliance for closely held businesses, high-net-worth individuals, and complex multi-entity organizations. Known for pairing technical depth with a practical, relationship-driven approach, advising clients on structuring, growth, transactions, and long-term wealth planning.Why join us?

Excellent culture
Strong local reputation
Independence
Great Benefits

Job DetailsJob Details:Our team is seeking a Tax Manager to join our Family Office team. This is an exciting opportunity for someone to pursue Partner as the current leaders retire and succession planning becomes focus. The ideal candidate will have a strong background in federal and state tax, tax returns, and experience dealing with high net worth individuals. The role will require a deep understanding of gift, trust and estate taxation and the ability to provide strategic tax planning advice to our clientele. Responsibilities:

Lead tax compliance and planning for high-net-worth individuals, multi-generational families, trusts, estates, and pass-through entities
Serve as a trusted advisor to family members on income tax, gift, estate, and wealth-transfer strategies
Coordinate with external tax advisors, attorneys, and investment professionals to ensure aligned planning and execution
Review complex federal and state tax returns; ensure accuracy, timeliness, and risk management
Provide proactive tax planning around liquidity events, investments, and generational transitions
Oversee and mentor junior tax staff or coordinate work performed by outside firms
Opportunity to move away from traditional busy seasons into a relationship-driven, strategic environment
Long-term stability, strong work-life balance, and exposure to high-impact planning work rarely seen outside of family offices

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

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FAQs About Tax Manager - Family Office Jobs at Jobot

What is the work location for this position at Jobot?

This job at Jobot is located in San Diego, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Jobot?

Candidates can expect a pay range of $140,000 and $170,000 per year.

What employment applies to this position at Jobot?

The employer has not provided this information. This may be discussed during the hiring process.

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