Tax Manager - Hybrid, Wealth Management - $140k +Flex PTO

Job Description

Job Description

Tax Manager

San Ramon, California (hybrid)

Actively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software.

ALSO open to considering Experienced Staff/Seniors (prep and review) with advisory experience!

We are an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. We deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. 

We are a high growth, private equity backed, multi branch Registered Investment Advisor. Founded over 30 years ago in Sacramento, California, and still run by its original founders, we are primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. 

We are widely recognized as a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. 

We're currently seeking a Tax Manager for our San Ramon, CA office. 

The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning. 

This is a full-time, Exempt role based out of San Ramon, CA. This position is a hybrid role. The base salary range for this role is $130,000 - $140,000 per year. In addition, we also provide generous benefits to all our full-time employees. 

You will apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback Review situations and transactions to determine federal, state and local filing requirements 

Analyze and respond to IRS, state, and local tax agency notices 

Participate in internal strategy discussions with clients and collaborate with their financial advisors Identify and resolve client tax related questions and issues 

Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management 

Performs other duties as assigned BS/BA Degree, accounting preferred Valid CPA license 6+ years individual, trust and gift tax return preparation and review experience 

Proficiency in income tax planning and compliance 

Multi-state tax preparation/filing experience preferred Form 1041 Trust & Estate and Form 709 Gift return experience 

Strong Excel and other software skills Intuit Lacerte tax software experience preferred 

Excellent oral and written communication skills and attention to detail 

Strong interpersonal and client service skills 

Ability to handle multiple priorities, clients and tight deadlines

Benefits

We value our associates' time and effort. 

Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: 

Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates Dental insurance with MetLife Vision insurance with VSP 

Optional supplemental benefits Healthcare savings accounts with company contribution 

Flexible spending accounts 

Flexible working arrangements 

Generous 401K contributions 

This is an Exempt position. Exempt associates qualify for our " flexible" paid time off policy to take as needed. 

Option to participate in our Equity Purchase Program Future growth opportunities within the company 

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 08/17/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at View email address on us.fitly.work to make arrangements.

Salary

$130000 - $150000 USD per year