Tax Manager / Director | $160K$225K + Bonus | UHNW ClientsRobert Half

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 612 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 worlds 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.

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