Managing Director Strategy

1 week ago


Newport Beach CA, United States FAMILY OFFICE EXCHANGE LLC Full time

Managing Director Strategy for a Single-Family Office based in Newport Beach, CA Our client is in search of a co-leader to round out the Family Office team that will serve G1 and G2 for this entrepreneurial family. The ideal candidate has an elite education including a law degree and/or a Masters with a concentration in US Taxation. You have developed significant expertise in structuring and transactional strategy; strategic tax, trust and estate planning, facilitation, and administration. Your experience includes working in the tax function of a public accounting firm and/or handling family tax planning (including trusts and estate planning) at a law firm. Experience as part of a family office is a big plus. This role affords challenge and significant growth opportunity, and work-life balance. The principal has a proven commitment to longevity, collaboration, integrity and developing people. Compensation Our client is prepared to pay up to $1,200,000 with a combination of base and bonus. A longterm incentive plan will also be offered. Ideally, they would like to make a hire in Q4 with a flexible start date after the first of the year. Full relocation package is available for the right candidate. To Apply Please apply at for consideration. Qualified applicants will be contacted. #J-18808-Ljbffr



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