Tax Associate - Wealth Management Firm

Description

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

Tax Associate | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week

Join a fast-growing wealth management firm launching a new Tax and Estate Planning team. This is a high-visibility, entry-level role supporting high-net-worth clients and working directly with senior professionals. Clear path for growth, strong mentorship, competitive pay, full benefits, 401(k) match, generous PTO, and a December holiday shutdown.

Responsibilities

+ Support tax and estate planning projects, including data gathering and projections

+ Prepare estate and trust summaries and review entity structures

+ Draft client-ready materials and coordinate team workflows

+ Manage key administrative tasks and keep deliverables on track

+ Conduct research and provide analytical support across the department

+ Serve as an initial point of contact for select requests

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

Requirements

+ Bachelor's degree in finance, accounting, economics, business, or related field

+ 2+ years of taxation experience with HNWI

+ Strong analytical skills;
Excel proficiency required

+ Detail-oriented with the ability to manage deadlines

+ Professional communication skills and strong ownership mindset

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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