Senior Tax Manager

Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. Senior Tax Manager📍 Mill Valley, CA (Hybrid)🏢 Boutique Wealth Management & Advisory Firm💰 Competitive Base + Bonus + Significant Career GrowthA highly regarded boutique wealth management and advisory firm is seeking an experienced Senior Tax Manager to become the firm's dedicated tax leader and help shape the future of a growing tax practice.

The ideal candidate is equal parts technical expert, trusted advisor, and entrepreneur.

This role offers the rare opportunity to move beyond compliance and play a meaningful role in building a scalable, high-impact tax practice from the ground up.

Who You Are You are a technically strong tax professional who enjoys solving complex planning challenges and building trusted client relationships. You bring a consultative mindset, thrive in entrepreneurial environments, and are excited by the opportunity to help shape a growing practice. Most importantly, you're looking for more than a traditional tax role. You want to help build something meaningful, work directly with sophisticated clients, embrace innovation, and play a key role in the future growth of a highly collaborative advisory organization.

What You'll Be Doing Lead tax planning, compliance, and review activities for high-net-worth individuals, families, trusts, and related entities.

Advise clients on complex tax matters, including estate and gift planning, wealth transfer strategies, QSBS, trusts, partnerships, and investment-related tax issues.

Serve as a trusted advisor, partnering with clients and external professionals to develop and execute sophisticated planning strategies.

Build long-term client relationships while delivering a high-touch, concierge-level service experience.

Help develop and scale a modern tax practice through process improvements, technology, automation, and AI-driven solutions.

Contribute to strategic growth initiatives, operational enhancements, and the expansion of the firm's advisory capabilities.

For fastest consideration, reach out to Anisa Henry via email or Linked In.