Wealth Management Tax Manager

Description

Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!

💰 Tax Manager or Senior Manager | $150K–$225K + Bonus

📍 Hybrid

🚀 Multi-Family Office | UHNW Clients

This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.

It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients.

💡 What You'll Do

• Lead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)

• Deliver proactive tax planning around QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvesting

• Own client relationships and work directly with UHNW families, their attorneys, and outside advisors

• Review and sign complex tax returns while managing IRS and state tax notices

• Partner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plans

• Select and implement tax software, technology, workflows, and AI tools

• Establish compliance, quality control, and information security processes

• Help determine the future hiring strategy and growth of the tax practice

Requirements

🧠 Who They're Looking For

• 6–12 years of tax experience, ideally within Private Client Services, Private Wealth, Family Office, or a similar environment

• Active CPA license (California or eligible)

• Strong expertise in HNW/UHNW individual taxation, trusts, gift taxation, and partnership/fund taxation

• Experience reviewing and signing complex tax returns

• Knowledge of QSBS, equity compensation, estate planning, and sophisticated investment structures

• Excellent client-facing and communication skills with the ability to advise sophisticated individuals and families

• Entrepreneurial mindset and genuine interest in leveraging technology and AI to modernize tax services

• MST, JD, or LLM is a plus

🌟 Why This Opportunity Stands Out

• 💰 $150K–$225K base salary + bonus

• 🤝 Direct relationships with UHNW families, technology founders, executives, and venture capital investors

• ✍️ Ownership of client engagements and the opportunity to sign returns

• 🚀 Significant autonomy to select technology, build processes, and shape the practice's future

• 📈 Opportunity to grow into a leadership role as the tax practice expands

• 🏡 Potential hybrid or remote flexibility

• 💼 Direct access to senior leadership in a collaborative, boutique family office environment

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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