• Tax Accountant at Wealth Management Firm

    Robert Half Finance & Accounting (Walnut Creek, CA)


    Description

    Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

     

    Tax Accountant| Wealth Management Firm | Walnut Creek | Hybrid

     

    Our client is a boutique wealth management firm offering personalized tax and financial services to a select client base. The team values collaboration, flexibility, and long-term growth, creating an environment where professionals can build meaningful careers.

     

    This role offers strong compensation, company-paid health and dental insurance, paid time off and holidays, 401(k) contributions, and ongoing professional development. You’ll work closely with experienced leaders, have flexibility through a hybrid schedule, and gain the opportunity to grow into technical review and leadership responsibilities over time.

    Responsibilities

    + Prepare and review individual and business tax returns

    + Support technical tax questions and client needs

    + Collaborate with leadership and cross-functional teams

    + Take on increasing responsibility as you grow

     

    For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

    Requirements

    + UHNWI Tax experience

    + CPA or EA preferred

    + Experience with Drake or CCH a plus

    + Detail-oriented, collaborative, and eager to learn

     

    Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

     

    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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