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Tax Advisor Tax Manager Wealth Management Accounting & Finance

Private Wealth Tax Director - Lead HNW Strategy

Job in Santa Clara, Santa Clara County, California, 95053, USA
Listing for: Baker Tilly US
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Tax Advisor, Tax Manager, Wealth Management, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A leading CPA advisory firm in California is seeking a Tax Director for its High Net Worth Tax practice. This role involves providing compliance and consulting services to affluent clients, focusing on tax planning and wealth management. The ideal candidate will have over 8 years of experience in tax return review for wealthy individuals and must possess a CPA or similar qualification.

The firm is dedicated to supporting professional development and offers a competitive compensation range.
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