Tax Advisor

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax Manager/Advisor | Wealth Management Firm| Bay Area | Competitive Comp + Strong perks! Join a boutique wealth management and tax advisory firm that partners with high-net-worth individuals, families, and business owners on sophisticated tax planning and financial strategies.

This is an excellent opportunity to move beyond tax compliance and gain greater exposure to proactive planning, trust and estate matters, and integrated wealth management. The firm offers remote flexibility, excellent work-life balance, a collaborative team, and the opportunity to help shape a modern, technology-driven tax practice that embraces automation, AI, and continuous improvement.

Responsibilities

• Prepare and review high-net-worth individual and trust tax returns Handle federal, state, and multi-state tax filings Prepare tax projections, quarterly estimates, and year-round tax planning Identify proactive tax savings opportunities for clients Partner with advisors on integrated tax and financial planning strategies Meet directly with clients to discuss tax planning and compliance matters Review work prepared by junior staff and provide mentorship Support process improvements, technology initiatives, and special projects For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.