Senior Tax Associate | Family Office | Work Life Balance
About The Position
The Tax Senior Associate will join a boutique family office practice serving ultra-high-net-worth individuals and families, including clients with at least $50 million in liquid assets. This role offers exposure to complex tax and advisory work involving multi-entity structures, trusts and estates, partnerships, corporations, real estate, investments, business operations, and generational wealth transfer. The position is based in San Jose, California, with a hybrid work arrangement. The associate will prepare and review tax returns while contributing to tax planning and advisory engagements. They will work directly with clients, their advisors, and experienced partners in a small team, with opportunities for mentorship and advancement. The firm describes a progression from Senior Associate to Manager and senior leadership.
Requirements
- Active CPA license, or actively pursuing a CPA with intent to complete it.
- 3–5 years of public accounting tax experience.
- Strong technical foundation in individual, trust, partnership, and corporate taxation.
- Excellent analytical, research, and communication skills.
- Self-directed and detail-oriented, with the ability to work in a lean, entrepreneurial environment.
- Team-oriented, able to take ownership and work effectively without extensive supervision.
- Genuine interest in advisory work and understanding the reasoning behind tax matters.
Nice To Haves
- Experience with high-net-worth or ultra-high-net-worth tax clients is preferred.
Responsibilities
- Prepare and review tax returns for high-net-worth individuals, trusts, estates, partnerships, and corporations.
- Assist with tax planning and advisory strategies for ultra-wealthy families and their business interests.
- Research complex tax issues and present well-reasoned recommendations.
- Communicate directly with clients and their advisors to gather information and address questions.
- Support partners on advisory engagements involving real estate, investments, and business transactions.
- Help develop tax-efficient structures for complex client scenarios.
- Supervise and mentor staff accountants.
- Stay current on tax law changes affecting high-net-worth and ultra-high-net-worth taxpayers.
Benefits
- Medical insurance, 75% employer-paid.
- Dental and vision coverage.
- 401(k) with a 5% employer match.
- Open PTO policy.
- Full CPA exam support.
- Continuing professional education reimbursement.
- Direct mentorship from experienced partners.
- Clear, structured advancement opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
