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  • Tax Manager - Emerging Wealth Management Firm

    Robert Half Finance & Accounting (Walnut Creek, CA)



    Apply Now

    Description

    Ready to Take the Next Step? Let’s Connect!

     

    If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!

     

    Tax Manager

     

    Are you a tax professional looking for an opportunity to grow and lead in a collaborative environment? We’re seeking a Tax Manager to join a boutique wealth management firm with an integrated tax practice. This role offers flexibility, professional development, and the chance to work with a supportive team committed to excellence.

     

    Why You’ll Love This Role

     

    + Join a firm that values continuous learning and personal growth.

    + Work in a warm, client-focused environment with a strong team culture.

    + Opportunity to transition into a leadership role over time.

    + Flexible hybrid schedule and competitive compensation.

     

    What You’ll Do

     

    + Prepare and/or review individual and business tax returns.

    + Support technical reviews and assist with complex tax issues.

    + Collaborate with senior leadership and tax preparers to ensure accuracy.

    + Assist with client communications and provide exceptional service.

    + Over time, take on increased responsibility for reviews and sign-offs.

    Requirements

    Ready to Learn More?

     

    If you’re excited to explore this opportunity, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and see how this role aligns with your career goals!

     

    What We’re Looking For

     

    + CPA or EA preferred (not required).

    + 7+ years for senior/reviewer-level candidates.

    + Experience with Drake and/or CCH tax software.

    + Strong technical tax knowledge and attention to detail.

    + Collaborative, proactive, and eager to learn.

     

    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.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

     


    Apply Now



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