Tax Advisor
Robert Half
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Tax Manager/Advisor | Wealth Management Firm| Bay Area | Competitive Comp + Strong perks!Join a boutique wealth management and tax advisory firm that partners with high-net-worth individuals, families, and business owners on sophisticated tax planning and financial strategies. This is an excellent opportunity to move beyond tax compliance and gain greater exposure to proactive planning, trust and estate matters, and integrated wealth management.The firm offers remote flexibility, excellent work-life balance, a collaborative team, and the opportunity to help shape a modern, technology-driven tax practice that embraces automation, AI, and continuous improvement.ResponsibilitiesPrepare and review high-net-worth individual and trust tax returns Handle federal, state, and multi-state tax filingsPrepare tax projections, quarterly estimates, and year-round tax planningIdentify proactive tax savings opportunities for clientsPartner with advisors on integrated tax and financial planning strategiesMeet directly with clients to discuss tax planning and compliance mattersReview work prepared by junior staff and provide mentorshipSupport process improvements, technology initiatives, and special projectsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Vacancy posted 1 day ago
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