Senior Tax Manager

Description

Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

✨ Senior Tax Manager

📍 Mill Valley, CA (Hybrid)

🏢 Boutique Wealth Management & Advisory Firm

💰 Competitive Base + Bonus + Significant Career Growth

A highly regarded boutique wealth management and advisory firm is seeking an experienced Senior Tax Manager to become the firm's dedicated tax leader and help shape the future of a growing tax practice. The ideal candidate is equal parts technical expert, trusted advisor, and entrepreneur. This role offers the rare opportunity to move beyond compliance and play a meaningful role in building a scalable, high-impact tax practice from the ground up.

Who You Are

You are a technically strong tax professional who enjoys solving complex planning challenges and building trusted client relationships. You bring a consultative mindset, thrive in entrepreneurial environments, and are excited by the opportunity to help shape a growing practice. Most importantly, you're looking for more than a traditional tax role. You want to help build something meaningful, work directly with sophisticated clients, embrace innovation, and play a key role in the future growth of a highly collaborative advisory organization.

What You'll Be Doing

• Lead tax planning, compliance, and review activities for high-net-worth individuals, families, trusts, and related entities.

• Advise clients on complex tax matters, including estate and gift planning, wealth transfer strategies, QSBS, trusts, partnerships, and investment-related tax issues.

• Serve as a trusted advisor, partnering with clients and external professionals to develop and execute sophisticated planning strategies.

• Build long-term client relationships while delivering a high-touch, concierge-level service experience.

• Help develop and scale a modern tax practice through process improvements, technology, automation, and AI-driven solutions.

• Contribute to strategic growth initiatives, operational enhancements, and the expansion of the firm's advisory capabilities.

For fastest consideration, reach out to Anisa Henry via email or LinkedIn.

Requirements

Qualifications

• Active CPA license required.

• 6-12+ years of tax advisory experience.

• Strong experience working with high-net-worth and ultra-high-net-worth individuals and families.

• Deep expertise in: Individual Taxation, Partnership Taxation, Trust & Fiduciary Taxation, Estate & Gift Planning, Investment-Related Tax Matters, QSBS Planning

• Experience reviewing and signing tax returns.

• Proven ability to independently manage client relationships.

• Strong communication and presentation skills.

Nice to Have!

• Technology founders and startup executives

• Venture capital, private equity, or investment professionals

• Family offices and complex wealth structures

• Closely held businesses and ownership planning

• Practice leadership or business-building experience

• Interest in AI, automation, and technology-enabled advisory services

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.

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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