Levelociti
Job Description
Tax Manager – Family Office Practice
Compensation : Up to $170k base
Requirements :
CPA required | 5-8 years HNW tax experience | Master's in Taxation strongly preferred
Location : San Jose, CA
Boutique family office practice serving ultra-high-net-worth individuals and multi-billionaire families
We're an established practice specializing in comprehensive tax planning and advisory services for exclusive clients with minimum $50M in liquidable assets and their multi-million and billion-dollar businesses. Led by experienced partners, we provide personalized service where you're a valued professional with direct partner access, not just a number.
This role offers true advisory work beyond compliance—providing strategic tax planning that makes a real impact for some of the wealthiest families in the country.
What You'll Do :
Lead complex tax planning strategies for ultra-high-net-worth individuals and family entities
Structure property acquisitions and investment strategies to minimize tax burdens
Develop comprehensive wealth transfer strategies for multi-generational families
Manage compliance and advisory work for high-net-worth families and their business enterprises
Research complex tax issues and develop innovative solutions for unique client situations
Build trusted advisor relationships with clients and their professional advisors
Oversee and mentor tax professionals while developing their technical and advisory skills
Collaborate with partners on client strategy and practice development
What You'll Bring :
5-8 years of progressive tax experience with high-net-worth individuals and families
Active CPA certification required
Bachelor's degree in Accounting (Master's in Taxation strongly preferred)
Strong technical expertise in individual, trust, estate, partnership, and corporate taxation
Experience with complex tax planning, not just compliance
Excellent communication skills and ability to explain complex concepts clearly
Self-motivated with strong leadership and mentoring abilities
Passion for advisory work and building lasting client relationships
Why This Stands Out :
True advisory work—go beyond compliance to provide strategic tax planning that makes real impact
Meaningful client relationships with select portfolio of sophisticated clients ($50M+ liquidable assets)
Direct partner access through open-door policy with real voice in client strategy
Growth opportunities as the firm consistently adds high-net-worth families to the practice
Clear path to partnership for top performers
Work-life integration with open PTO policy and culture that values your wellbeing
Collaborative, entrepreneurial team environment
Total Compensation :
Base : Up to $170,000
Medical insurance (75% employer-paid)
Dental and vision coverage
401(k) with 5% employer match
Open PTO policy
Professional development and continuing education support
Our Culture : Unlike traditional public accounting or Big 4 environments, you'll work with a select group of ultra-high-net-worth families and understand the full scope of their financial picture. You'll have visibility, voice, and the ability to make meaningful impact on generational wealth strategies.
If you're tired of being a cog in a machine and want to do meaningful advisory work with ultra-high-net-worth families in a collaborative, growth-oriented environment, let's talk.
Apply : Email your resume to keith.shuler@levelociti.com for immediate consideration.
View more roles : https://levelociti.com/job-search/
#J-18808-Ljbffr
Compensation : Up to $170k base
Requirements :
CPA required | 5-8 years HNW tax experience | Master's in Taxation strongly preferred
Location : San Jose, CA
Boutique family office practice serving ultra-high-net-worth individuals and multi-billionaire families
We're an established practice specializing in comprehensive tax planning and advisory services for exclusive clients with minimum $50M in liquidable assets and their multi-million and billion-dollar businesses. Led by experienced partners, we provide personalized service where you're a valued professional with direct partner access, not just a number.
This role offers true advisory work beyond compliance—providing strategic tax planning that makes a real impact for some of the wealthiest families in the country.
What You'll Do :
Lead complex tax planning strategies for ultra-high-net-worth individuals and family entities
Structure property acquisitions and investment strategies to minimize tax burdens
Develop comprehensive wealth transfer strategies for multi-generational families
Manage compliance and advisory work for high-net-worth families and their business enterprises
Research complex tax issues and develop innovative solutions for unique client situations
Build trusted advisor relationships with clients and their professional advisors
Oversee and mentor tax professionals while developing their technical and advisory skills
Collaborate with partners on client strategy and practice development
What You'll Bring :
5-8 years of progressive tax experience with high-net-worth individuals and families
Active CPA certification required
Bachelor's degree in Accounting (Master's in Taxation strongly preferred)
Strong technical expertise in individual, trust, estate, partnership, and corporate taxation
Experience with complex tax planning, not just compliance
Excellent communication skills and ability to explain complex concepts clearly
Self-motivated with strong leadership and mentoring abilities
Passion for advisory work and building lasting client relationships
Why This Stands Out :
True advisory work—go beyond compliance to provide strategic tax planning that makes real impact
Meaningful client relationships with select portfolio of sophisticated clients ($50M+ liquidable assets)
Direct partner access through open-door policy with real voice in client strategy
Growth opportunities as the firm consistently adds high-net-worth families to the practice
Clear path to partnership for top performers
Work-life integration with open PTO policy and culture that values your wellbeing
Collaborative, entrepreneurial team environment
Total Compensation :
Base : Up to $170,000
Medical insurance (75% employer-paid)
Dental and vision coverage
401(k) with 5% employer match
Open PTO policy
Professional development and continuing education support
Our Culture : Unlike traditional public accounting or Big 4 environments, you'll work with a select group of ultra-high-net-worth families and understand the full scope of their financial picture. You'll have visibility, voice, and the ability to make meaningful impact on generational wealth strategies.
If you're tired of being a cog in a machine and want to do meaningful advisory work with ultra-high-net-worth families in a collaborative, growth-oriented environment, let's talk.
Apply : Email your resume to keith.shuler@levelociti.com for immediate consideration.
View more roles : https://levelociti.com/job-search/
#J-18808-Ljbffr