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Senior Tax Strategy Lead - Family Office & Wealth Planning
Job in
Solana Beach, San Diego County, California, 92075, USA
Listed on 2026-09-06
Listing for:
Jobot
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Jobot is seeking an experienced Senior Tax Manager to support tax and planning for a multi-generational family office and its clients in California. The role oversees complex tax compliance, planning and strategy across individuals, trusts, estates, and related entities.
The ideal candidate will lead tax compliance, provide strategic planning, and mentor junior staff, with an opportunity to advance towards partnership as leadership retires.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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