Director, Tax Strategy
About The Position
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. We are seeking a Tax Strategy Director to join our Foster City–based Family Office team. This individual will focus on delivering proactive, high-impact income tax planning for ultra-high-net-worth individuals and families across complex wealth structures. The role blends substantive income tax expertise with strong quantitative capability and will involve building models, forecasts, and scenario analyses that translate tax planning opportunities into clear client outcomes. The ideal candidate brings meaningful experience preparing and analyzing UHNW individual tax returns, a strong understanding of pass-through entity taxation, and experience evaluating planning considerations for equity compensation and Qualified Small Business Stock (QSBS). This role is well suited for someone who enjoys collaborating with advisors and investment teams, communicating clearly with clients, and turning tax data into actionable strategies.
Requirements
- 4–7 years of relevant experience in tax practice
- Significant experience preparing and/or reviewing UHNW individual tax returns and related analyses
- Strong working knowledge of individual taxation and pass-through entity taxation; familiarity with equity compensation and QSBS planning considerations
- Strong quantitative skills with the ability to build and maintain planning models (scenario comparisons and tax impact analyses)
- Excellent analytical, organizational, and documentation skills
- Strong written and verbal communication abilities
- Detail-oriented with a proactive, solution-oriented mindset
- Big 4/Big 4 equivalent career experience in tax
Responsibilities
- Analyze UHNW individual and related entity tax returns to identify planning opportunities, risks, and actionable recommendations
- Build and maintain tax planning models and projections (scenario analyses, cash-flow impacts, multi-year comparisons) to quantify strategy outcomes
- Develop tax planning strategies across complex wealth structures, including pass-through entities and trusts, and equity compensation and QSBS considerations
- Prepare client-ready tax strategy materials and communications (memos, summaries, presentations) translating technical analysis into clear next steps
- Partner with external CPAs and internal wealth advisors to support planning implementation and ensure consistency across filings, projections, and strategy execution
- Collaborate with Investment Research teams to align tax strategies with portfolio activity and overall client objectives
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
