Managing Director – Strategy

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 long-term 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 www.mahlermatch.com for consideration. If already on our job board, click Apply Now. Qualified applicants will be contacted.