Tax Manager @ Wealth Management Firm

DescriptionReach 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 OnsiteJoin 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.ResponsibilitiesPrepare and review federal and state tax returns for high-net-worth individuals, trusts, partnerships, and S corporationsIdentify tax planning opportunities and resolve complex tax issuesPartner with financial advisors to develop integrated tax strategiesRespond to client and advisor tax questions throughout the yearImprove tax processes and mentor junior team membersFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.RequirementsActive CPA requiredExperience preparing and reviewing individual tax returnsStrong knowledge of federal and state tax lawsHigh-net-worth tax experience preferredExperience in public accounting, private client services, an RIA, or family office is a plusExcellent communication, client service, and organizational skillsMaster's in Taxation preferredInterested 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.Job typePerm