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Tax Manager / Director | $160K-$225K + Bonus | UHNW Clients

Robert Half • Oakland, CA • 9h ago

Description

Interested? Connect with me on LinkedIn - Mahmoud Adam, CPA - and send me your resume directly!

Tax Manager / Senior Manager / Director "Flexible on title" | $160K-$225K + Bonus

Mill Valley, CA | Potential Hybrid or Remote Flexibility

UHNW Clients

What if your next tax role wasn't about inheriting someone else's process - but building something of your own?

I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.

This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.

What You'll Do

Lead tax preparation, review, and filing for HNW and UHNW individuals and families

Deliver proactive tax planning and strategic advice across complex wealth structures

Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation

Review and sign individual, trust, partnership, and related tax returns

Build long-term relationships with founders, executives, investors, and their families

Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning

Help design scalable tax processes and service offerings using technology, automation, and AI

Play a key role in growing the practice, with the opportunity to develop into a broader leadership position

Requirements

Who They're Looking For

Active CPA license in good standing

Approximately 6-12 years of tax experience in public accounting, private client services, family office, or wealth advisory

Strong technical expertise in individual, trust, fiduciary, partnership, and investment taxation

Experience advising HNW/UHNW clients and managing relationships independently

Knowledge of QSBS, estate and gift planning, and complex wealth structures

Excellent communication skills and the ability to deliver a high-touch client experience

An entrepreneurial mindset and genuine interest in building a practice rather than simply maintaining one

Interest in using AI and technology to improve tax advisory services

Why This Opportunity Stands Out

$160K-$225K base, with flexibility for exceptional candidates, plus bonus

Join an established wealth management platform

Work directly with sophisticated clients and senior leadership

Help build and shape a tax practice with meaningful long-term growth potential

Advise on complex planning matters involving founders, investors, trusts, and multigenerational wealth

Help modernize tax services through automation, technology, and AI

Potential hybrid or remote flexibility, depending on the candidate

This is ideal for a tax professional who has built strong technical expertise and is ready for the next chapter: more ownership, deeper client relationships, and the opportunity to build something meaningful.

Reach out to Mahmoud Adam, CPA, on LinkedIn and send me your resume directly. If you're not looking, I'd appreciate a referral to someone who might be a fit.

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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