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.

Our Story:

Mahler Private Staffing works with America’s leading families to find experienced private domestic staffing professionals for their homes and family offices. We take a personalized approach and work to get to know our candidates, as well as we know our clients, so we can make lasting, long-term placements.

Due to the overwhelming number of applicants, we regret that we are unable to provide individual responses. Rest assured that selected candidates will be personally contacted for further consideration. We would like to emphasize that there are no fees associated with the application process for applicants.