Tax Manager - Wealth Management Firm
Robert Half Finance & Accounting
Mill Valley, CA · HybridJobSeen todaySeen in employer's feed today
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At a glance
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Requirements
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Job overview
A boutique wealth advisory and family office platform is seeking a founding tax hire to launch and lead a new tax practice serving ultra-high-net-worth clients. The Tax Manager will shape the client experience, tax strategy, technology stack, and practice growth while advising clients, reviewing and signing returns, and building processes. The role is hybrid in Mill Valley.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Tax Manager | Wealth Management Firm | Mill Valley | Hybrid
Join a boutique wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, executives, and investors. The firm offers a highly personalized approach, providing direct access to sophisticated clients, senior leadership, and key strategic initiatives across the business.
This is a rare opportunity to launch and lead a new tax practice within an established platform. As the founding tax hire, you'll have the ability to shape the client experience, tax strategy, technology stack, and future growth of the practice. Ideal for someone who enjoys advising clients, signing returns, building processes, and creating something from the ground up while serving a sophisticated UHNW client base.
Responsibilities
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Lead review and preparation of complex individual, trust, gift, partnership, and S-Corp tax returns
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Advise clients on QSBS, trusts, estate and gift planning, partnership taxation, and other advanced tax strategies
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Serve as the primary tax advisor to UHNW clients and their outside advisors
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Partner with wealth advisors and family office professionals on integrated planning strategies
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Help build and enhance technology, automation, and AI-enabled workflows
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Establish scalable processes, compliance standards, and best practices as the practice grows
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Requirements
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CPA with 6+ years of HNW/UHNW tax experience
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Strong expertise in trusts, estates, QSBS, partnership taxation, and complex individual returns
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Experience reviewing and signing tax returns
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Comfortable working directly with founders, executives, investors, and other sophisticated clients
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Entrepreneurial mindset with an interest in building and growing a practice
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Passion for technology, innovation, and process improvement
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
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) .
How this job compares
Set against the 3,387 open Tax Manager jobs on Olive Jobs, counted November 7, 2026.
- Pay
- This postingNot listed
- California median$116–220K/yr347 salary ranges
- US median$90–120/hr101 hourly ranges
- Openings
- Olive Jobs lists 379 open Tax Manager jobs in California and 3,387 across the US. 3% of them nationwide are listed as remote or flexible.
- Experience
- This posting asks for at least 6 years of experience; Tax Manager postings that state a minimum ask for 5 years at the median (3,268 postings).
- Education
- 2,993 of the 3,387 open Tax Manager jobs (88%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 7, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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