Tax Manager | Boutique Wealth Management Firm

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth & UHNW ClientsCompensation: $125,000–$150,000 Base + Bonus | 100% MDV | Hybrid/Remote (MUST reside in California)Are you a CPA looking for a new chapter where you can have real ownership, meaningful client interaction, and a strong work-life balance?Robert Half is partnering with a highly respected boutique Wealth Management firm managing approximately $1B in assets for high-net-worth individuals and families. The firm has built a close-knit, collaborative team and is looking for an experienced Tax Manager to join the organization and play an important role in both client service and the continued growth of the tax function.What You'll DoPrepare and review individual tax returns for HNW and UHNW clientsPrepare and review trust tax returnsHandle a small number of business entity returnsProvide year-round tax planning, projections, and strategic guidanceParticipate directly in client meetings and communicate complex tax matters clearlyReview work prepared by other team members and provide guidance and mentorshipOversee aspects of the tax function and help ensure accuracy, efficiency, and timely completion of deliverablesSupport tax-related operations, processes, and workflow improvementsCollaborate with Wealth Advisors and other professionals to provide a comprehensive client experienceWork independently and take ownership of client relationships and deliverables