Why a Great Opportunity
Tax Staff and Senior - Multi-Family Office - Palo Alto, CA
Established multi-family office in Palo Alto that provides comprehensive tax and family office services to HNW clients seeks Tax Staff and Senior to join their team. Open to post tax season start date.
* Has a collegial, client focused atmosphere
* Provides full suite of family office services to UHNW clients(25mm+)
* Offers a tax professional the opportunity to work with ultra-wealthy clientele, with all necessary training provided
* Involves tax preparation and research in addition to working closely with Managers, Senior Managers and Partners to gain an understanding
of client’s financial and family goals
* Requires 2+ years’ tax experience –open to candidates with individual, corporate, partnership or hedge fund tax background. Does not require specific HNW tax experience.