Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Tax Manager | Wealth Management Firm | Walnut Creek | 1 Day Onsite


Join a growing fee-only wealth management firm expanding its Tax practice. This is a unique opportunity to work closely with high-net-worth clients and financial advisors, helping deliver integrated tax planning strategies while playing a key role in building a growing specialty team.
This newly created role offers strong visibility, meaningful client interaction, and the opportunity to help shape a growing tax practice. The firm provides a collaborative, planning-focused environment along with outstanding benefits, including fully paid medical, dental, and vision coverage, generous PTO, and a strong 401(k) match.
Responsibilities

+ Prepare and review federal and state tax returns for high-net-worth individuals, trusts, partnerships, and S corporations
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