Director of Tax Strategy

Brewer Morris; San Francisco (CA); On-site; USD 260,000 - 450,000; Full time

Job summary

Brewer Morris partners with a $4B+ AUM wealth management firm in the San Francisco Bay Area to appoint a Director of Tax Strategy, the firm's first dedicated senior tax professional.

You will build and lead the tax strategy for HNW/UHNW clients, interacting directly with clients and Financial Advisors, and shaping how tax services are delivered as the firm grows. Hybrid schedule and client-facing leadership are central to the role.

Qualifications

• Eight-plus years of HNW/UHNW individual tax experience.
• Background in Private Client Services, Family Office, or Wealth Management.
• Strong knowledge of equity compensation, trusts, and multistate tax.
• Comfortable working directly with HNW/UHNW clients and Financial Advisors.
• Experience building or overseeing a tax compliance function is valuable.

Responsibilities

• Build and lead the firm's tax strategy offering for HNW/UHNW clients.
• Interact directly with high-net-worth clients and Financial Advisors.
• Develop processes, technology, partnerships, and eventually an internal tax team.
• Provide strategic tax planning on equity compensation, concentrated stock, liquidity events.
• Shape the future delivery of tax services as the firm grows.
• Maintain typical hours 8:00 AM–5:00 PM and hybrid work schedule.

Skills

HNW/UHNW tax experience

Private Client Services

Equity compensation knowledge

Multistate taxation

Trusts & charitable planning

Client-facing skills

Tax strategy leadership

Job description

Director of Tax Strategy Opportunity - San Francisco Bay Area

We are partnering with a $4B+ AUM wealth management firm in the San Francisco Bay Area on an exciting search for a Director of Tax Strategy. The firm is looking to hire its first dedicated senior tax professional to help build and lead its tax strategy offering for HNW/UHNW individuals, families, entrepreneurs, and technology executives.

This position combines sophisticated tax planning, direct client interaction, and the opportunity to build a tax function from the ground up within an established and growing wealth

Compensation:

• 25%-35% performance-based bonus
• Additional upside tied to new business opportunities

Why this opportunity stands out:

• Build something from the ground up: Help develop the firm's tax strategy and compliance capabilities, including processes, technology, outside partnerships, and eventually the internal tax team.
• Sophisticated client base: Work with HNW/UHNW clients, including technology executives and entrepreneurs with net worths ranging from approximately $5M to $25M+, with some clients in the $100M+ range.
• Strategic tax planning: Advise clients on complex tax matters surrounding equity compensation, concentrated stock positions, liquidity events, multistate planning, charitable strategies, trusts, and wealth preservation.
• Highly client-facing: Partner directly with Financial Advisors to identify tax planning opportunities and provide creative solutions to complex client situations.
• Shape the future of the tax offering: This is a true build role with the opportunity to have a meaningful impact on how tax services are delivered as the firm continues to grow.
• Better work-life balance: Typical hours are approximately 8:00 AM to 5:00 PM, without the traditional public accounting busy season.
• Hybrid flexibility: Approximately 50% in-office per month after the initial onboarding period, allowing flexibility around how those days are structured.

Ideal Background:

• 8+ years of HNW/UHNW individual tax experience
• Strong background in Private Client Services, Family Office, Wealth Management, or a similar environment
• Strong knowledge of equity compensation, concentrated stock positions, trusts, charitable planning, and multistate taxation
• Comfortable working directly with HNW/UHNW clients and Financial Advisors
• Experience helping build or oversee a tax compliance function is highly valuable