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Tax Manager
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-28
Listing for:
Destination Wealth Management
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Tax Advisor, Tax Manager, Financial Compliance -
Accounting
Tax Advisor, Tax Manager, Financial Compliance
Job Description & How to Apply Below
We are seeking a Tax Manager to join the tax department of a growing Registered Investment Adviser serving high-net-worth clients. This role will focus on tax planning, income tax preparation and review, projections, and advisor support.
Key Responsibilities- Prepare and review federal and state income tax returns, primarily for high-net-worth individuals.
- Review related trust, partnership, and S corporation returns as needed.
- Review source documents, work papers, and return inputs for accuracy and completeness.
- Identify tax issues, planning opportunities, and items requiring client or advisor follow-up.
- Coordinate with financial advisors on tax matters affecting the client’s broader financial plan.
- Respond to client and advisor tax questions throughout the year.
- Maintain strong documentation and consistent tax department processes.
- Oversee, train, and mentor junior staff as the department grows.
- Active CPA license required.
- Experience preparing and reviewing income tax returns.
- Knowledge of federal and state income tax law.
- Strong organizational, communication, and client-service skills.
- Ability to explain tax concepts clearly to advisors and clients.
- Sound professional judgment and strong attention to detail.
- Master’s degree in taxation preferred.
- Experience with high-net-worth or ultra-high-net-worth clients.
- Experience in an RIA, family office, or private client tax practice.
- Familiarity with financial planning and broader wealth management concepts.
Ideal Candidate
The successful candidate will be technically strong, detail-oriented, and comfortable working in a client-focused advisory environment. This role is best suited for someone who values high-quality tax work, clear documentation, and the integration of tax compliance, tax planning, and wealth management advice.
Benefits- Competitive compensation
- Medical, dental, and vision benefits
- 401(k) with company match (if applicable)
- Paid vacation and holidays
- Professional development opportunities
- Collaborative and professional work environment
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