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Wealth Management Tax Manager

Robert Half • San Francisco, CA • 5h ago

Description

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

Tax Manager or Senior Manager | $150K-$225K + Bonus

Hybrid

Multi-Family Office | UHNW Clients

This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.

It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients.

What You'll Do

Lead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)

Deliver proactive tax planning around QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvesting

Own client relationships and work directly with UHNW families, their attorneys, and outside advisors

Review and sign complex tax returns while managing IRS and state tax notices

Partner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plans

Select and implement tax software, technology, workflows, and AI tools

Establish compliance, quality control, and information security processes

Help determine the future hiring strategy and growth of the tax practice

Requirements

Who They're Looking For

6-12 years of tax experience, ideally within Private Client Services, Private Wealth, Family Office, or a similar environment

Active CPA license (California or eligible)

Strong expertise in HNW/UHNW individual taxation, trusts, gift taxation, and partnership/fund taxation

Experience reviewing and signing complex tax returns

Knowledge of QSBS, equity compensation, estate planning, and sophisticated investment structures

Excellent client-facing and communication skills with the ability to advise sophisticated individuals and families

Entrepreneurial mindset and genuine interest in leveraging technology and AI to modernize tax services

MST, JD, or LLM is a plus

Why This Opportunity Stands Out

$150K-$225K base salary + bonus

Direct relationships with UHNW families, technology founders, executives, and venture capital investors

✍️ Ownership of client engagements and the opportunity to sign returns

Significant autonomy to select technology, build processes, and shape the practice's future

Opportunity to grow into a leadership role as the tax practice expands

Potential hybrid or remote flexibility

Direct access to senior leadership in a collaborative, boutique family office environment

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.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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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