Tax Manager | Strategic Tax Planning, HNW Clients & Incredib
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA
If you're a CPA who enjoys working with high-net-worth clients but wants to move beyond the traditional public accounting grind, this is an opportunity worth exploring.
A fast-growing wealth management firm is expanding its newly established Tax & Estate Planning team and is looking for a Tax Manager who wants to play a meaningful role in building the future of the practice.
💰 Great Base + Bonus
📍 Walnut Creek | Hybrid (1 day/week onsite)
Why this opportunity stands out
This isn't just about preparing tax returns. You'll work directly alongside financial advisors to develop sophisticated tax strategies that help clients preserve and grow wealth while helping shape a growing tax practice from the ground up.
What you'll do
✔ Prepare and review complex individual, trust, partnership, and S-Corp tax returns
✔ Identify proactive tax planning opportunities for high-net-worth clients
✔ Partner with financial advisors on integrated wealth and tax strategies
✔ Serve as a trusted resource for clients throughout the year
✔ Help improve processes while mentoring future team members as the practice grows
Qualifications:
What they're looking for
• Active CPA required
• Strong individual tax experience with review responsibilities
• High-net-worth client experience preferred
• Background in private client tax, family office, or an RIA is a plus
• Strong communication skills and a consultative mindset
Why you'll love it
✅ 100% employer-paid medical, dental & vision
✅ Up to $8K 401(k) match
✅ Family Fridays — the office closes at 1 PM every Friday
✅ Office closed the entire week between Christmas and New Year's
✅ Additional vacation rewards with tenure
✅ Collaborative culture with excellent long-term career growth
If you're looking for a role where you can become a true advisor—not just a tax preparer—I’d love to connect.
Please apply to this posting and message me on LinkedIn for additional consideration.
Compensation
$150,000.00-$200,000.00 YearlyAbout Us
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