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Tax Director - UHNW Planning & Leadership

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Northrock Financial Services LLC
Full Time position
Listed on 2026-10-18
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Financial Compliance, Wealth Management
Salary/Wage Range or Industry Benchmark: 211000 - 290000 USD Yearly USD 211000.00 290000.00 YEAR
Job Description & How to Apply Below

North Rock Partners in San Francisco, CA seeks a Director, Tax Services to lead tax planning, compliance, and client service for high-net-worth individuals and related entities. You will partner with financial advisors to deliver integrated tax strategies as part of our Personal Office experience.

The role oversees complex engagements, provides technical guidance, and develops team members to ensure accurate, timely, and exceptional service in a collaborative, fast-paced environment.

This posting is for the Tax Director - UHNW Planning & Leadership role at Northrock Financial Services LLC, based in San Francisco, CA, United States.

We would love to welcome a new Tax Director - UHNW Planning & Leadership to our team in San Francisco, CA, United States.

For the Tax Director - UHNW Planning & Leadership position at Northrock Financial Services LLC, we are reviewing applications now.

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