Two offices. Two openings. Strategy-led tax work for business owners with real money at stake, not production prep.
If this is how you already work, you’ll feel at home here.
Stress-test entity structures, model exit scenarios, and coordinate with client advisory teams, not crank 1040s in a production mill.
Palm Desert is relationship-driven capital preservation. Irvine is transaction velocity and cross-border density. Both collaborate on complex engagements.
Each office takes on a limited number of new advisory relationships each year, typically about a dozen. You will help grow a year-round practice, not a production mill.
Mission-critical operators ($5M-$50M) with multi-entity structures and real exit timelines.
1031 exchanges, DSTs, cost segregation, and portfolio-level tax architecture.
Families across 18+ countries navigating FIRPTA, treaty positions, and US asset exposure.
Asset-heavy practices with layered entities, compensation strategy, and succession planning.
Stacked LLCs, intercompany flows, and state nexus across jurisdictions.
QSBS, §453 installment sales, and pre-LOI restructuring years before the deal.
Manage complex returns for clients with multi-entity structures, real estate portfolios, and cross-border exposure. Work directly with Tom O’Brien and Max Panchuk on exit planning, §453 installment sales, QSBS qualification, and multi-jurisdiction structuring.
Apply via Email →Lead complex engagements across exit planning, 1031/DST structuring, and cross-border transactions. The Irvine office handles transaction-heavy work, this role is designed to grow into a partnership position alongside Tim Folkers and Max Panchuk.
Apply via Email →Email info@obrienpanchuk.com with the role in the subject line, your resume, and a short note on the kind of client work you want to own.
30-minute call with a partner in your target office. We’ll talk about how you work, what you’ve built, and whether the fit is mutual.
In-office session with the partners and managers you’d work alongside. See the clients, the workflow, and the standard we hold.
If it’s a fit, you’ll step into live engagements with partner oversight from day one, not a six-month onboarding limbo.
Send your resume and a short note on the work you want to own. We read every application personally.