HNW Tax Senior | Family Office

Description

📩 Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!

💰 Senior Tax Accountant | Great Base + Bonus + 25% Profit Sharing

📍 Hybrid

🚀 Family Office Environment | HNW Tax | Exceptional Work-Life Balance

I'm working with one of the Bay Area's most established venture capital firms on an opportunity for a Senior Tax Accountant to support the tax needs of a sophisticated group of entrepreneurs, investors, and high-net-worth individuals and families.

This is a unique opportunity to join a highly respected organization with a long-standing team, a collaborative family-office environment, and exposure to some of the most successful investors and entrepreneurs in Silicon Valley.

They're looking for someone who enjoys getting hands-on with complex individual tax returns, partnership K-1s, and trust-related tax work.

Requirements

What You'll Bring

• 4+ years of tax experience, with a strong focus on high-net-worth individuals and Form 1040 returns

• Hands-on experience preparing complex individual tax returns and reviewing partnership K-1s

• Exposure to trust taxation and/or private client services (PCS) is a major plus

• CPA license strongly preferred

• Experience working with investment-focused individuals and families is especially attractive

• Ability to navigate complex tax situations involving investments, partnerships, and multiple income sources

• Strong organizational skills, attention to detail, and ability to manage competing deadlines

• Professionalism, discretion, integrity, and sound judgment when handling confidential financial information

• A motivated, dependable self-starter who can work independently while contributing to a collaborative team

🌟 Why This Opportunity Stands Out

• 💰 Great Base Salary + Bonus equivalent to approximately one month's salary

• 📈 25% profit-sharing plan

• 🏡 Fully remote within California or hybrid in Palo Alto just 2 days per week (Monday & Thursday)

• ⚖️ Excellent work-life balance — approximately 40 hours per week throughout the year

• 🏥 Premium benefits fully paid for the employee; just $63/month to add family coverage

• 🤝 Work alongside a knowledgeable, established team in a family-office-style environment

• 🚀 Exposure to influential Silicon Valley entrepreneurs, investors, and high-net-worth families

• 🌱 Long-term career development, with leadership that encourages employees to grow into new responsibilities and roles

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