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Director of UHNW Tax Strategy & Planning

Job in Foster City, San Mateo County, California, 94420, USA
Listing for: IEQ Capital
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 175000 - 220000 USD Yearly USD 175000.00 220000.00 YEAR
Job Description & How to Apply Below
A registered investment advisor is seeking a Tax Strategy Director based in Foster City to provide high-impact income tax planning for ultra-high-net-worth individuals and families. The ideal candidate will have 4–7 years of tax practice experience, knowledge of individual and pass-through entity taxation, and strong quantitative skills. This role involves analyzing tax returns and developing strategies that align with client objectives.

The compensation range is $175,000-$220,000, based on skills and experience.
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