Tax Accountant at Wealth Management Firm

Description

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

Tax Accountant| Wealth Management Firm | Walnut Creek | Hybrid

Our client is a boutique wealth management firm offering personalized tax and financial services to a select client base. The team values collaboration, flexibility, and long-term growth, creating an environment where professionals can build meaningful careers.

This role offers strong compensation, company-paid health and dental insurance, paid time off and holidays, 401(k) contributions, and ongoing professional development. You'll work closely with experienced leaders, have flexibility through a hybrid schedule, and gain the opportunity to grow into technical review and leadership responsibilities over time.

Responsibilities

+ Prepare and review individual and business tax returns

+ Support technical tax questions and client needs

+ Collaborate with leadership and cross-functional teams

+ Take on increasing responsibility as you grow

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

Requirements

+ UHNWI Tax experience

+ CPA or EA preferred

+

Experience with Drake or CCH a plus

+ Detail-oriented, collaborative, and eager to learn

Interested or even just curious? Reach out to Michelle Espejo via email or Linked In. 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.

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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  for more information.

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