Tax Manager

Tax Manager

Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth & UHNW Clients

Compensation: $125,000–$150,000 Base + Bonus | 100% MDV | Hybrid/Remote (MUST reside in California)

Are you a CPA looking for a new chapter where you can have real ownership, meaningful client interaction, and a strong work-life balance?

Robert Half is partnering with a highly respected boutique Wealth Management firm managing approximately $1B in assets for high-net-worth individuals and families. The firm has built a close-knit, collaborative team and is looking for an experienced Tax Manager to join the organization and play an important role in both client service and the continued growth of the tax function.

What You'll Do

• Prepare and review individual tax returns for HNW and UHNW clients

• Prepare and review trust tax returns

• Handle a small number of business entity returns

• Provide year-round tax planning, projections, and strategic guidance

• Participate directly in client meetings and communicate complex tax matters clearly

• Review work prepared by other team members and provide guidance and mentorship

• Oversee aspects of the tax function and help ensure accuracy, efficiency, and timely completion of deliverables

• Support tax-related operations, processes, and workflow improvements

• Collaborate with Wealth Advisors and other professionals to provide a comprehensive client experience

• Work independently and take ownership of client relationships and deliverables

• Active CPA license — California licensed or able to practice in California

• HNW individual and trust return experience

• Business entity return experience

• Multi-state tax experience

• QuickBooks Online or similar experience

• Highly organized and detail-oriented

• Self-starter with strong ownership

• Confident working with HNW/UHNW clients

• Strong communication and client-facing skills

• Why This Opportunity?

• Work directly with sophisticated HNW and UHNW clients and become a trusted resource beyond tax preparation.

• Enjoy a firm that values your expertise without sacrificing your personal life. This is an environment designed for a sustainable, long-term career.

• Join a boutique organization where people collaborate, support one another, and genuinely enjoy working together.

• Move beyond compliance and become involved in year-round planning, projections, and broader wealth management strategies.

• You’ll have the opportunity to own your work, make an impact, and bring your expertise to the table.

• Compensation & Benefits

• $125,000–$150,000 base salary + bonus

• 100% medical, dental & vision coverage

• Paid holidays, vacation & sick time

• Strong work-life balance

• Collaborative, close-knit team environment

• Long-term career opportunity with a growing boutique Wealth Management firm

• If you’re an experienced CPA ready for a role where your tax expertise, client skills, and judgment are truly valued, let’s start a conversation.