Tax Associate - Wealth Management Firm

Robert Half • Walnut Creek, CA • 1h ago

Description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

Tax Associate | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week

Join a fast-growing wealth management firm launching a new Tax and Estate Planning team. This is a high-visibility, entry-level role supporting high-net-worth clients and working directly with senior professionals. Clear path for growth, strong mentorship, competitive pay, full benefits, 401(k) match, generous PTO, and a December holiday shutdown.

Responsibilities

Support tax and estate planning projects, including data gathering and projections

Prepare estate and trust summaries and review entity structures

Draft client-ready materials and coordinate team workflows

Manage key administrative tasks and keep deliverables on track

Conduct research and provide analytical support across the department

Serve as an initial point of contact for select requests

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Requirements

Bachelor's degree in finance, accounting, economics, business, or related field

2+ years of taxation experience with HNWI

Strong analytical skills; Excel proficiency required

Detail-oriented with the ability to manage deadlines

Professional communication skills and strong ownership mindset

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and 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.

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