Tax Manager at Wealth Management Firm
Robert Half Finance & Accounting
Description
Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Tax Manager at a Wealth Management Firm. This is a full-time permanent role based in San Jose with a Hybrid schedule.
Join a growing wealth management firm expanding its tax advisory practice. Take on a leadership role, build a new division, and grow your career with potential for future ownership.
This is an exciting opportunity to lead a team of tax professionals in a collaborative, family-oriented environment. Enjoy flexibility, competitive compensation, and the chance to advise high-net-worth individuals and business owners, all while maintaining work-life balance.
Responsibilities:
+ Prepare and review complex tax returns for individuals, businesses, and trusts.
+ Act as the main point of contact for clients, providing expert tax guidance.
+ Lead and mentor a team of tax professionals.
+ Improve processes and workflows to support the firm’s expansion.
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
+ CPA or EA with 7+ years of experience in tax advisory.
+ Strong background in high-net-worth and business tax filings.
+ Leadership experience and excellent client communication skills.
+ Organized, deadline-driven, and able to manage multiple priorities.
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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