Tax Manager - Wealth Management Firm
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Tax Manager | Wealth Management Firm | Walnut Creek | 1 Day Onsite
Join a growing fee-only wealth management firm expanding its Tax practice. This is a unique opportunity to work closely with high-net-worth clients and financial advisors, helping deliver integrated tax planning strategies while playing a key role in building a growing specialty team.
This newly created role offers strong visibility, meaningful client interaction, and the opportunity to help shape a growing tax practice. The firm provides a collaborative, planning-focused environment along with outstanding benefits, including fully paid medical, dental, and vision coverage, generous PTO, and a strong 401(k) match.
Responsibilities
- Prepare and review federal and state tax returns for high-net-worth individuals, trusts, partnerships, and S corporations
- Identify tax planning opportunities and resolve complex tax issues
- Partner with financial advisors to develop integrated tax strategies
- Respond to client and advisor tax questions throughout the year
- Improve tax processes and mentor junior team members
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Qualifications:
- Active CPA required
- Experience preparing and reviewing individual tax returns
- Strong knowledge of federal and state tax laws
- High-net-worth tax experience preferred
- Experience in public accounting, private client services, an RIA, or family office is a plus
- Excellent communication, client service, and organizational skills
- Master's in Taxation preferred
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
Compensation
$150,000.00-$200,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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