Two offices. Four openings. Strategy-led tax work for business owners with real money at stake.
If this is how you already work, you’ll feel at home here.
The return is an output of the plan. We start with the outcome the owner actually wants.
Entity, exit, and cross-border work sit on one file, with a named owner.
Attorney, banker, and wealth advisor get one picture, not three competing stories.
Stress-test entity structures, model exit scenarios, and coordinate with the client advisory team on one file.
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 advisory practice.
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.
Palm Desert. You will sit with partners on real files, not a stack of simple 1040s. Mentorship is part of the seat. Growth is the point: harder engagements, with support close by, and a path that can lead further in the firm if the fit is mutual.
Apply via Email →Irvine. Transaction-heavy work with Tim and Max. The files are harder on purpose. You will not be left alone with them. Mentorship, a growth trajectory, and a partner-track seat if you want the responsibility that comes with it.
Apply via Email →Own books for advisory clients across a wide geography. Hybrid or fully remote. References required. Start window is mid-2027, we hire ahead of the need.
Apply via Email →Outgoing, energetic, self-starter. Client-facing. Comfortable on text and with the firm’s tech. CPA or law-firm experience is a plus. Start window is January 2027.
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.