Tax Manager – Elevate Your Career in Walnut Creek, CA with Robert Half

Are you a seasoned tax professional ready to take your career to the next level? Robert Half is excited to partner with a forward-thinking boutique wealth advisory firm in Walnut Creek, California, seeking a talented Tax Manager. This role offers the perfect blend of challenging responsibilities, professional growth, and a collaborative environment where tax strategy is at the core of client success. With a competitive salary starting at $100,000 and a flexible hybrid schedule, this position is ideal for CPAs and tax experts looking to make a meaningful impact in wealth management.

About the Role

In this Tax Manager position, you'll join a close-knit team at a client-focused firm that prioritizes tax expertise in its holistic wealth advisory services. Unlike traditional tax roles, this opportunity emphasizes relationship-building, strategic planning, and leadership development. You'll work directly with high-net-worth individuals and businesses, delivering tailored tax solutions that drive long-term client value. The firm invests heavily in its people, offering ongoing training, exposure to innovative practices, and clear paths to advancement as it scales. Located in the vibrant Walnut Creek area, this full-time role combines professional fulfillment with California's desirable lifestyle.

Key Responsibilities

As Tax Manager, your days will be dynamic and impactful. Key duties include:

• Preparing and meticulously reviewing individual and business tax returns to ensure compliance and optimization.
• Performing in-depth technical analyses to tackle complex tax issues, from multi-state filings to international considerations.
• Partnering closely with senior leadership, advisors, and tax staff to maintain the highest standards of accuracy and quality.
• Engaging in client communications, providing expert guidance and high-touch service that builds lasting relationships.
• Assuming progressive review and sign-off authority, positioning you for greater leadership responsibilities.
• Contributing to tax planning strategies that integrate seamlessly with the firm's wealth management offerings.
• Staying ahead of evolving tax laws and regulations to proactively advise clients.
• Supporting process improvements and mentoring junior staff to foster team excellence.

This role demands precision, strategic thinking, and a client-first mindset, making it perfect for professionals who thrive in boutique settings.

Required Qualifications

To succeed, you'll bring:

• CPA certification or equivalent (EA or advanced tax credentials preferred).
• 5+ years of progressive tax experience, ideally in wealth management, advisory, or public accounting.
• Deep expertise in individual and pass-through entity tax returns, including partnerships and S-corps.
• Proven ability to handle complex tax matters, such as AMT, basis calculations, and IRC Section 199A.
• Exceptional communication skills for client interactions and cross-functional collaboration.
• Bachelor's degree in Accounting, Taxation, Finance, or a related discipline.
• Tech-savvy with proficiency in tax software (e.g., UltraTax, CCH Axcess, ProSeries).
• Adaptability to a hybrid work model and passion for professional growth.

Candidates with experience in high-net-worth client services will stand out.

Why Join Us?

This isn't just a job—it's a career-defining opportunity. Benefit from a supportive, relationship-driven culture where collaboration trumps competition. Enjoy flexible hybrid scheduling, competitive pay (base $100K+ with bonuses), and comprehensive perks like health benefits, 401(k) matching, and generous PTO. The firm's commitment to professional development includes CPE reimbursement, conferences, and mentorship from industry leaders. As the firm grows, so will you—transitioning into senior leadership with equity potential. Walnut Creek offers an ideal backdrop: upscale living, proximity to San Francisco, and outdoor recreation. Robert Half streamlines your application—connect with our recruiter JC del Rosario on LinkedIn today. Ready to explore what's next? Apply now and shape the future of tax strategy in wealth advisory.

This posting is optimized for tax professionals in Walnut Creek, CA, and surrounding Bay Area locations. Keywords: Tax Manager jobs, CPA careers, wealth management tax roles, hybrid tax positions California.