Tax Manager for Registered Investment Advisory Firm

Description

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

An established Bay Area wealth management and multi-family office is seeking an experienced Tax Manager to launch and lead a newly established tax practice. Managing approximately $2B in assets, the firm works with an exclusive client base of ultra-high-net-worth individuals, including technology entrepreneurs, venture capital investors, and senior executives.

This is a unique opportunity for a hands-on tax professional to take ownership of a growing function from the ground up. You will play an instrumental role in developing the firm's tax capabilities, providing comprehensive tax preparation and strategic planning services while working closely with the investment, wealth management, and family office teams.

Key Responsibilities

• Oversee the preparation and technical review of complex individual, trust, gift, and entity tax returns, including Forms 1040, 1041, 709, 1065, and 1120-S.

• Develop and implement customized tax strategies for high-net-worth families with complex financial structures and multistate filing requirements.

• Advise clients on sophisticated tax matters, including Qualified Small Business Stock (QSBS), equity compensation, partnership taxation, charitable giving, tax-loss harvesting, and estimated tax obligations.

• Serve as a trusted tax advisor, collaborating directly with clients, estate planning attorneys, investment professionals, and external accounting partners.

• Manage federal and state tax correspondence, notices, and related resolution matters.

• Integrate tax planning into clients' broader financial strategies, including investment portfolios, liquidity needs, cash flow projections, and estate planning.

• Establish the practice's tax technology infrastructure, selecting software, developing efficient workflows, and incorporating AI-driven solutions where appropriate.

• Implement internal controls, regulatory compliance standards, and quality assurance procedures to support the practice.

• Take an active role in shaping the department's long-term strategy, including identifying future hiring needs and opportunities for expansion.

Requirements

• Active CPA license in California or eligibility to obtain California licensure.

• Approximately 6–12 years of progressive tax experience, with a background serving HNW/UHNW individuals, families, business owners, or investment professionals.

• Strong technical knowledge of individual, trust, gift, and partnership taxation, including complex multistate filings.

• Experience advising technology founders, executives, venture capital investors, or other clients with sophisticated equity and investment structures is highly desirable.

• In-depth understanding of QSBS, estate and gift tax considerations, equity compensation, and private investment structures.

• Demonstrated ability to independently review complex tax returns and provide sound technical guidance.

• Entrepreneurial mindset with the ability to establish processes, develop infrastructure, and build a function from inception.

• Interest in leveraging technology, automation, and AI to improve tax operations and client service.

• Strong interpersonal and communication skills, with the ability to build trusted relationships and advise sophisticated clients.

Additional credentials: MST, JD, or LLM preferred but not required.

Why Consider This Opportunity?

• Opportunity to establish and lead a new tax practice within an established wealth management platform.

• Direct exposure to ultra-high-net-worth families, technology entrepreneurs, and venture capital investors.

• Ability to influence the department's strategy, technology, processes, and future growth.

• Collaborative environment working alongside experienced wealth management and family office professionals.

• A chance to move beyond traditional tax compliance and take a more holistic, advisory-focused approach to client service.

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.

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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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