CPA – Family Wealth & Tax Advisory Services

Description:

*Job Summary*

We are a boutique wealth management firm that partners with high-net-worth families to provide integrated tax and wealth advisory services. Our mission is to simplify complexity, preserve family wealth, and build long-term, trusting relationships.

We are looking for an experienced Certified Public Accountant (CPA) to join our small tax team in a leadership role.

*Duties*

* Prepare and review complex individual, trust, estate, and LLC tax returns.
* Deliver proactive tax planning strategies to minimize liabilities and maximize after-tax wealth.
* Advise on equity compensation strategies (ISOs, NSOs, RSUs, ESPPs, restricted stock, deferred comp), including advanced planning for early exercise, AMT exposure, and liquidity events (IPO, M&A, secondary transactions).
* Provide expertise on Qualified Small Business Stock (QSBS) planning and Section 1202 strategies.
* Collaborate with attorneys and wealth managers to provide integrated family wealth solutions.
* Support estate planning, charitable giving, and succession planning.
* Provide guidance on LLC structures, private investments, and real estate holdings.
* Serve as the primary tax point of contact for clients, delivering high-touch service with discretion.

*Qualifications*

* Active CPA license.
* 10+ years of experience in tax advisory for high-net-worth individuals and families.
* Expertise in individual, estate, gift, trust taxation, and equity compensation planning.
* Experience advising startup founders, executives, and venture-backed employees on stock options, QSBS, and liquidity event planning strongly preferred.
* Familiarity with LLC structures and private investments.
* Strong technical skills (e.g., tax software, Excel, financial reporting tools).
* Exceptional communication and relationship-management skills.
* Ability to balance technical detail with a strategic, big-picture perspective.

*What We Offer*

* Competitive compensation package.
* Comprehensive benefits, including health, FSA, vision, and retirement plan.
* Professional development support (CPE, certifications, conferences).
* Opportunity to work directly with high-net-worth families, executives, and entrepreneurs on complex, meaningful projects.
* Collaborative, team-oriented culture with long-term career growth potential

Job Type: Full-time

Pay: $180,000.00 - $230,000.00 per year

Benefits:
* 401(k) matching
* Flexible spending account
* Health insurance
* Paid time off
* Professional development assistance
* Vision insurance



Education:
* Bachelor's (Required)

Experience:
* Income Tax: 10 years (Required)

License/Certification:
* CPA (Required)

Ability to Commute:
* San Jose, CA 95112 (Required)

Ability to Relocate:
* San Jose, CA 95112: Relocate before starting work (Required)

Work Location: In person

Apply

https://www.indeed.com/tmn/ccs/a88f3c410e24d401/11692ff5155e0a5d78375f74f22617aad6b3f1e53d5775a6a0c66c428e0df80f/8377068361291546?sf=Ivp00