About the Tax Manager Role at Our Growing Wealth Management Firm

Join a dynamic, growing wealth management firm in San Jose, California, as our new Tax Manager. We serve high-net-worth individuals and families with comprehensive, thoughtful financial advice, and we're excited to expand our tax advisory services to meet surging demand. This pivotal role offers you the unique opportunity to build a new practice area from the ground up within a collaborative, client-first culture. Work from our beautiful San Jose office, enjoy genuine work-life balance, and benefit from clear advancement paths, including potential ownership stakes in the firm.

As a Tax Manager, you'll play a central role in delivering top-tier tax solutions tailored to complex client needs. Partnering with our high-caliber wealth management team, you'll provide strategic tax planning that enhances client wealth preservation and growth. This position is perfect for seasoned tax professionals passionate about high-net-worth advisory who thrive in a supportive, expanding environment. Robert Half proudly presents this exclusive opportunity—reach out to Michelle Espejo via email or LinkedIn for fastest consideration.

Key Responsibilities

Client Tax Strategy and Management

• Deliver expert tax planning, advisory, and compliance services customized for high-net-worth individuals, families, trusts, and estates.
• Manage a dedicated book of clients with intricate tax profiles, ensuring proactive relationship building and service excellence.

Tax Preparation and Compliance

• Prepare precise individual, trust, and estate tax returns utilizing SurePrep software for efficiency and accuracy.
• Stay abreast of evolving tax regulations, IRS guidelines, and state-specific rules to guarantee full compliance and risk mitigation.
• Maintain strict confidentiality standards while optimizing tax positions for maximum client benefit.

Collaboration and Communication

• Communicate strategically with clients, providing clear insights, timely updates, and actionable tax strategies.
• Collaborate cross-functionally with wealth advisors to integrate tax planning seamlessly into broader financial strategies.
• Identify innovative tax-saving opportunities, such as deductions, credits, and restructuring advice.

Required Qualifications

To excel as our Tax Manager, you'll bring proven expertise in high-net-worth taxation. Key qualifications include:

• 5+ years of progressive tax experience, ideally in wealth management or with ultra-high-net-worth clients.
• CPA, EA, or equivalent certification; advanced tax credentials a plus.
• Hands-on proficiency with SurePrep, CCH Axcess, or similar tax preparation platforms.
• Deep knowledge of federal and California tax laws governing individuals, trusts, estates, gifts, and generations-skipping transfers.
• Exceptional client-facing skills with a track record of managing complex portfolios.
• Strong analytical mindset for spotting tax efficiencies and navigating ambiguity.
• Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation preferred.

If you have experience building tax practices or working in boutique firms, you'll hit the ground running here.

Why Join Us?

At our firm, you're not just a tax expert—you're a key player in our growth story. Enjoy competitive salary starting at $100,000+ base (with performance bonuses), comprehensive benefits, and equity potential. Our San Jose office boasts modern amenities in the heart of Silicon Valley's innovation hub, fostering creativity and connection.

Experience true work-life balance: flexible hours, generous PTO, and no burnout culture. We're committed to your growth with mentorship, CPE reimbursement, and leadership tracks leading to partnership. Join a tight-knit team where your voice matters, clients rave about service, and collaboration drives success. San Jose offers unbeatable lifestyle perks—proximity to tech giants, outdoor adventures, and cultural vibrancy.

Ready to elevate your career in tax advisory? This is your chance to shape the future of wealth management taxation. Contact Michelle Espejo today via email or LinkedIn to learn more and apply. Robert Half is excited to connect top talent like you with this standout opportunity in San Jose, CA.