DescriptionJennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth & UHNW ClientsCompensation: $125,000–$150,000 Base + Bonus | 100% MDV | Hybrid/Remote - Must Reside in CaliforniaAre you a CPA looking for a new chapter where you can have real ownership, meaningful client interaction, and a strong work-life balance?Robert Half is partnering with a highly respected boutique Wealth Management firm managing approximately $1B in assets for high-net-worth individuals and families. The firm has built a close-knit, collaborative team and is looking for an experienced Tax Manager to join the organization and play an important role in both client service and the continued growth of the tax function.What You'll DoPrepare and review individual tax returns for HNW and UHNW clientsPrepare and review trust tax returnsHandle a small number of business entity returnsProvide year-round tax planning, projections, and strategic guidanceParticipate directly in client meetings and communicate complex tax matters clearlyReview work prepared by other team members and provide guidance and mentorshipOversee aspects of the tax function and help ensure accuracy, efficiency, and timely completion of deliverablesSupport tax-related operations, processes, and workflow improvementsCollaborate with Wealth Advisors and other professionals to provide a comprehensive client experienceWork independently and take ownership of client relationships and deliverablesRequirementsActive CPA license — California licensed or able to practice in CaliforniaHNW individual and trust return experienceBusiness entity return experienceMulti-state tax experienceQuickBooks Online or similar experienceHighly organized and detail-orientedSelf-starter with strong ownershipConfident working with HNW/UHNW clientsStrong communication and client-facing skillsWhy This Opportunity?Work directly with sophisticated HNW and UHNW clients and become a trusted resource beyond tax preparation.Enjoy a firm that values your expertise without sacrificing your personal life. This is an environment designed for a sustainable, long-term career.Join a boutique organization where people collaborate, support one another, and genuinely enjoy working together.Move beyond compliance and become involved in year-round planning, projections, and broader wealth management strategies.You’ll have the opportunity to own your work, make an impact, and bring your expertise to the table.Compensation & Benefits$125,000–$150,000 base salary + bonus100% medical, dental & vision coveragePaid holidays, vacation & sick timeStrong work-life balanceCollaborative, close-knit team environmentLong-term career opportunity with a growing boutique Wealth Management firmIf you're an experienced CPA ready for a role where your tax expertise, client skills, and judgment are truly valued, let's start a conversation. Feel free to reach out to Jennifer Fukumae via email or LinkedIn.Job typePerm
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