Backed by Y Combinator.
About the role
Regent is a global private holding company focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Regent has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span the globe and operate across a wide array of industry verticals, with a significant presence across the United States and Europe.
What they're looking for
- Significant experience in personal tax planning and compliance for high-net-worth individuals, family offices, or similarly complex personal tax structures
- Big Four background strongly preferred, with direct experience advising high-net-worth individuals or family office clients
- CPA required, advanced degree (MST, JD, or LLM in Taxation) a meaningful plus
- Demonstrated ability to operate independently and exercise sound, candid judgment — comfortable advocating for a single principal's interests, including where that may mean respectfully challenging business leadership
- Highly organized and process-oriented, with a proven ability to bring structure, discipline, and rigor to a function
- Strong technical knowledge across individual, partnership, and complex pass-through tax matters relevant to a diversified personal holding structure
More about this role
Regent is a global private holding company focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Regent has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span the globe and operate across a wide array of industry verticals, with a significant presence across the United States and Europe.
We are seeking a Director, Tax to act as the in-house tax advisor to Regent's principal. The role sits alongside, but is distinct from, Regent's business tax function and is centered on protecting and optimizing the principal's personal tax position across a complex, multi-entity holding structure, with a focus on individual tax planning, compliance, and reporting. This is a five-days-per-week, in-office role based in Beverly Hills, CA.
- Own and manage all aspects of the principal's personal tax position, including planning, compliance, reporting, and coordination with outside advisors
- Act as an independent advocate for the principal's personal tax interests, proactively identifying and raising unintended personal tax exposure that may arise...
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