VP, Family Office Strategy & Ecosystem Growth

Intellectus Partners, LLC; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Intellectus Partners, LLC is seeking a Vice President for its Family Office Services team in San Francisco. This role involves delivering sophisticated tax and estate planning for entrepreneurial families, assuming leadership responsibilities over time. Ideal candidates will have a CPA or JD background, significant experience in tax and legal structuring, and a track record of enhancing client relationships. The position offers opportunities for leadership and engagement with a dynamic client base.

Qualifications

• 3–8 years at a Big 4 accounting firm or estate law firm.
• Strong background in tax, trust & estate, or advanced planning.
• Experience with entrepreneurial clients and business owners.

Responsibilities

• Support complex trust & estate planning engagements.
• Build comprehensive financial plans and cash-flow models.
• Attend client meetings and translate complex concepts.

Skills

Tax Planning

Estate Planning

Client Relationship Management

Financial Modeling

Legal Structuring

Education

CPA, JD, LLM, or similar advanced designation

Job description

Intellectus Partners, LLC is seeking a Vice President for its Family Office Services team in San Francisco. This role involves delivering sophisticated tax and estate planning for entrepreneurial families, assuming leadership responsibilities over time. Ideal candidates will have a CPA or JD background, significant experience in tax and legal structuring, and a track record of enhancing client relationships. The position offers opportunities for leadership and engagement with a dynamic client base.