Tax Accountant - Wealth Management Firm

Robert Half • San Jose, CA • 1d ago

Description

Tax Accountant / Senior Tax Accountant

Onsite - San Jose

$80,000 - $100,000 base + bonus

Jennifer Fukumae is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a Tax Accountant / Senior Tax Accountant (title flexible based on experience). This is a unique opportunity to join a highly respected team that serves an impressive client base and is expanding its tax advisory practice.

About the Opportunity

The firm provides holistic financial services to more than 500 households, with average client assets ranging from $2M-$10M. The incoming Tax Advisor will focus on the tax side of the practice, working closely with the wealth management team to provide high-level tax advisory services to clients.

Key Responsibilities

Prepare and review individual, business, and partnership tax returns.

Partner with wealth management colleagues to provide integrated tax planning and advisory support.

Collaborate with leadership to help expand the firm's growing tax practice.

Deliver excellent client service with clear, proactive communication.

Requirements

5+ years of tax experience preferred (open to less if strong client communication skills).

CPA or EA designation required.

Experience with individual, business, or partnership tax (individual tax experience is a strong plus).

Professionalism, dependability, and discretion with confidential information.

Highly organized, deadline-driven, and attentive to detail.

Strong interpersonal skills with the ability to build trust and lasting client relationships.

What Sets This Opportunity Apart

Cutting-edge technology: Firm leverages new AI-driven tax software to significantly reduce data entry-allowing more time for client-facing and advisory work.

Future ownership potential: Clear path to growth and long-term equity opportunities.

Professional development: Paid annual conferences and ongoing learning support.

Culture & balance: Collaborative, family-oriented environment with strong emphasis on work-life balance.

Impact: Be part of building out a growing tax advisory practice within a highly respected firm.

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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