Tax Senior

We structure and manage your family’s comprehensive tax profile which includes individuals, trusts, pass-through, charitable and wealth-transfer entities. We integrate our continuous, year-round planning into the preparation of your tax returns, estimated tax, and year-end projections.

Great mid-size company, we care about our clientele and employees.
A family advisory firm with very experienced partners.
We do everything in taxation and adjust with the market.
5% matching dollar for dollar on 401 K
Unlimited PTO
Multiple options for healthcare.

Tax Senior onsite in Menlo Park or Austin TX. Working with partnerships and pass-throughs.
The main clientele is around 50 million and above, some individual experience is needed.
Pluses- Trust & Estate and non-profit experience.
CPA or EA preferred