Senior Tax Advisor for UHNW Family Office

Fiduciary Counselling, Inc.; Tacoma (WA); On-site; USD 120,000 - 180,000; Full time

Job summary

Fiduciary Counselling, Inc. is seeking an experienced tax professional to perform compliance, planning, and advisory services for a single-family office serving ultra-high-net-worth individuals and related entities.

The role requires independence, oversight of workstreams, and collaboration with internal and external advisors to deliver accurate, timely results. CPA/EA/JD credentials are required, with 4–6 years of tax experience.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 4–6 years of relevant tax experience.
• CPA, EA or JD required.

Responsibilities

• Prepare and review federal and state tax returns for various entities.
• Review tax returns, projections, and workpapers for accuracy.
• Identify tax planning opportunities to improve efficiency.
• Support multi-entity structures and investment partnerships.
• Provide guidance to junior staff and assist with client communications.

Skills

Tax research

Tax software

Education

Bachelor’s degree in Accounting/Finance

Tools

Tax compliance software

Job description

Fiduciary Counselling, Inc. is seeking an experienced tax professional to perform compliance, planning, and advisory services for a single-family office serving ultra-high-net-worth individuals and related entities.

The role requires independence, oversight of workstreams, and collaboration with internal and external advisors to deliver accurate, timely results. CPA/EA/JD credentials are required, with 4–6 years of tax experience.