Tax Manager​/Director + UHNW Clients

Position: Tax Manager / Director $160K $225K + Bonus UHNW Clients
Interested? Connect with me on Linked In — Mahmoud Adam, CPA — and send me your resume directly!💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't about inheriting someone else's process — but building something of your own?

I'm working on a unique opportunity with a boutique wealth management firm overseeing  more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.

This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.💡 What You'll DoLead tax preparation, review, and filing for HNW and UHNW individuals and families

Deliver proactive tax planning and strategic advice across complex wealth structures

Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation

Review and sign individual, trust, partnership, and related tax returns

Build long-term relationships with founders, executives, investors, and their families

Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning

Help design scalable tax processes and service offerings using technology, automation, and AIPlay a key role in growing the practice, with the opportunity to develop into a broader leadership position