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Senior Tax Advisor; CPA/EA — Lead Complex Planning
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-01-12
Listing for:
Potentia Tax
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Tax Advisor, Accounting & Finance, Tax Manager
Job Description & How to Apply Below
A dynamic financial services firm in Menlo Park is seeking a highly experienced Tax Advisor (CPA or EA). The role involves delivering expert tax guidance for high-net-worth individuals and businesses. Ideal candidates have over 15 years of tax experience and a strong understanding of fiduciary regulations. The firm offers a collaborative workplace, competitive salary, and flexible schedules, focusing on innovative client strategies and professional development.
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Position Requirements
10+ Years
work experience
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