About the Role

Robert Half is excited to partner with a dynamic, boutique wealth management firm in Walnut Creek, California, to find a talented Tax Manager. This is more than just a tax position—it's a career-defining opportunity to grow within an innovative firm that seamlessly integrates robust tax services with comprehensive wealth management. As Tax Manager, you'll join a close-knit team dedicated to delivering top-tier client service while enjoying the flexibility and professional development that sets this firm apart.

In this role, you'll handle the preparation and review of individual and business tax returns, tackle complex tax issues, and collaborate closely with senior leaders. The firm values continuous learning, fostering an environment where you can build toward leadership positions. With a flexible hybrid schedule and competitive pay starting at $100,000, this position offers the perfect blend of challenge, support, and work-life balance. If you're a tax professional ready to elevate your career in a client-focused setting, this is your chance to thrive.

Key Responsibilities

Core Tax Preparation and Review

• Prepare and meticulously review individual and business tax returns to ensure compliance and optimization.
• Conduct technical reviews and provide expert assistance on complex tax matters, including multi-state filings and high-net-worth client scenarios.

Team Collaboration and Leadership

• Work hand-in-hand with senior leaders, tax preparers, and wealth advisors to maintain the highest standards of accuracy and quality.
• Gradually assume greater responsibility for tax reviews, sign-offs, and process improvements as you grow into a key leadership role.

Client Service Excellence

• Engage in proactive client communication, addressing inquiries and delivering tailored tax strategies that enhance client satisfaction.
• Contribute to the firm's client-centered culture by providing exceptional service and building long-term relationships.

Day-to-day, expect a dynamic mix of hands-on tax work, strategic collaboration, and professional growth opportunities in a supportive atmosphere.

Required Qualifications

To succeed as our Tax Manager, you'll bring a solid foundation in tax preparation paired with the soft skills to excel in a team-oriented firm. Key qualifications include:

• 3-5+ years of progressive experience in tax preparation, ideally within wealth management or boutique advisory firms.
• CPA, EA, or equivalent certification strongly preferred; Bachelor's degree in Accounting, Taxation, Finance, or a related field required.
• Deep expertise in individual and business tax returns, including familiarity with IRS regulations, state taxes, and common tax software like CCH Axcess, UltraTax, or ProSeries.
• Exceptional attention to detail, analytical skills, and the ability to handle complex tax scenarios with confidence.
• Strong communication skills for client interactions and cross-team collaboration.
• Proven track record of reliability, adaptability, and a passion for continuous professional development.

Candidates with experience in high-net-worth client services or wealth management integration will have a distinct advantage. If you thrive in hybrid environments and seek upward mobility, apply now!

Why Join Us

Choosing this Tax Manager role at our partner firm means investing in your future. Here's why top talent is making the move:

• Career Growth: Clear path to leadership with mentorship from experienced professionals—grow as the firm expands.
• Work-Life Flexibility: Enjoy a hybrid schedule that prioritizes your well-being without sacrificing productivity.
• Competitive Rewards: Base salary around $100,000, plus performance bonuses, comprehensive benefits, and perks tailored to tax pros.
• Supportive Culture: Warm, collaborative team in a boutique setting—where your contributions matter and excellence is celebrated.
• Innovative Environment: Be part of a forward-thinking wealth management firm that values learning, innovation, and client success.

Located in vibrant Walnut Creek, California, this role offers proximity to the Bay Area's opportunities while maintaining a relaxed, upscale community vibe. Robert Half streamlines your placement—apply today and connect with JC del Rosario on LinkedIn to discuss your fit. Don't miss this chance to advance your tax career in a firm that's built for growth. Keywords: Tax Manager jobs Walnut Creek CA, Wealth Management Tax roles, Hybrid Tax Accountant positions, CPA careers Bay Area.