Tax Supervisor | Established RIA Firm | 1 Day Onsite

Robert Half • Walnut Creek, CA • 1d ago

Description

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.

An established, fast-growing wealth management firm is seeking a Tax Supervisor to join its Tax and Estate Planning team. This role is ideal for an experienced tax professional who enjoys working directly with high-net-worth clients and collaborating with senior CPAs, estate planning professionals, and financial advisors. The position offers broad exposure to individual, trust, estate, and entity taxation, as well as advanced tax planning and wealth management strategies.

Responsibilities

The Tax Supervisor will take ownership of tax planning, compliance, and advisory initiatives while partnering closely with senior professionals across the firm.

Tax & Planning

Oversee and review tax preparation and compliance for high-net-worth individuals, trusts, estates, partnerships, and related entities.

Develop and review federal and state tax projections and identify tax planning opportunities.

Assist with advanced tax planning strategies, including income tax, estate, trust, and entity structure considerations.

Analyze complex tax issues and provide practical recommendations to clients and internal stakeholders.

Review estate and trust structures and related tax implications.

Conduct tax research and stay current on relevant federal and state tax legislation.

Work closely with CPAs, attorneys, financial planners, and investment professionals to integrate tax strategies into broader wealth planning.

Participate in client meetings and communicate complex tax concepts clearly and professionally.

Lead and support ad-hoc tax and financial planning projects.

Team & Workflow Management

Review work prepared by junior team members and provide technical guidance and mentorship.

Help manage tax deadlines, workflow, and deliverables across multiple client engagements.

Serve as a resource to the broader advisory team on tax-related matters.

Prepare and review client-ready analyses, reports, and presentations.

Coordinate with internal teams to ensure accurate and timely execution of client deliverables.

Take ownership of complex, time-sensitive projects and help drive them through completion.

Requirements

Bachelor's degree in Accounting, Finance, Economics, Business, or a related field.

CPA license strongly preferred; EA or JD also considered.

5+ years of progressive tax experience, preferably serving high-net-worth individuals, trusts, estates, partnerships, or closely held entities.

Strong understanding of federal and state individual and entity taxation.

Experience with tax preparation and research software; advanced Excel skills are a plus.

Strong analytical and problem-solving abilities with exceptional attention to detail.

Excellent written and verbal communication skills, with the ability to interact professionally with high-net-worth clients and senior stakeholders.

Demonstrated ability to manage multiple priorities and meet demanding deadlines.

Strong work ethic, ownership mentality, and ability to operate effectively in a fast-paced, high-expectation environment.

Experience mentoring or reviewing the work of junior tax professionals is preferred.

What We Offer

Broad exposure to tax, estate planning, financial planning, and investment management within a sophisticated wealth management environment.

Direct collaboration with senior CPAs, attorneys, estate planning professionals, and financial advisors.

Opportunity to work with complex high-net-worth client situations and advanced planning strategies.

Meaningful career growth and increased responsibility within a growing organization.

Competitive compensation commensurate with experience.

Benefits

3 weeks PTO, accrued throughout the year

40 hours of sick time

Medical, Dental, and Vision - 100% paid

401(k) with up to $8,000 match after one year

Firm shutdown during Christmas week

After 5 years, total PTO increases to 4 weeks

After 5 years, $5,000 vacation benefit

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.

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) .

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