Tax Services Manager

We're Hiring | CPA or EA | One Wealth Advisors Salary range $85K - $150K One Wealth Advisors is a fee-based RIA managing over $1.3 billion in assets for high-net-worth clients. We are built around Financial Life Planning — the belief that financial and personal wellbeing are inseparable — and we are now expanding our in-house tax capability to serve our clients on an even deeper level. What you'll do: Prepare and review federal and state tax returns for high-net-worth individuals and families Prepare the firm's company tax return and potentially take on P&L oversight over time Collaborate with our planning team to integrate tax strategy into each client's financial plan Stay current on Federal and California tax law, among other states, and proactively identify planning opportunities Help build and refine our tax service offering as we continue to grow What we're looking for: Active CPA or EA license with 5+ years of experience Strong command of California tax law and comfort preparing CA returns required Experience working with high-net-worth individuals and complex tax situations A collaborative mindset and genuine interest in the intersection of tax and financial planning Experience in or exposure to an RIA or wealth management environment is a plus What we offer: Flexible remote policy 100% employer-paid individual health coverage Equity participation and profit distributions are possible for the right candidate over time If you are a CPA or EA who wants to do meaningful work for clients who truly value it, we'd love to hear from you. #J-18808-Ljbffr One Wealth Advisors