Jobs in Walnut Creek, United States

Seeking a Tax Manager in Walnut Creek to join a dynamic team serving high-net-worth clients. This role requires an active CPA or EA with expertise in complex individual, trust, and partnership returns. You will partner with Wealth Advisors on strategic tax planning while mentoring junior staff. E...

Robert Half partners with a growing East Bay RIA firm to find a Tax Manager. This role builds an in-house Tax & Estate Planning team, preparing complex returns for high-net-worth clients. You will collaborate with Wealth Advisors, requiring a current CPA and expertise in federal/multi-state taxat...

Financial Advisor role at a growing independent RIA in Walnut Creek, serving high-net-worth clients. Seeking a CFP or CFA with 3-10+ years of wealth management experience to manage client relationships and develop personalized financial plans. Join a collaborative, relationship-driven team with h...

Join a respected California law firm as a Trust and Estate Attorney. This permanent role requires 2+ years of experience in estate planning, trust administration, and probate, plus active CA Bar membership. You will manage sensitive client matters, lead consultations, and handle court proceedings...

Seeking an experienced Controller to lead accounting operations for VC and private equity clients in Walnut Creek. This hybrid role requires 4+ years of accounting experience, QuickBooks proficiency, and strong client management skills. You will oversee client onboarding, mentor staff, and manage...

Administrative Assistant needed for a construction client in Walnut Creek, CA. This fully onsite, long-term contract role requires 3+ years of experience in office support, strong data entry skills, and proficiency in Microsoft Office. You will manage email, calls, and front desk duties while sup...

Lead the financial planning function for a top wealth management firm serving HNW families in Walnut Creek. This senior role requires 8+ years of experience, a CFP, and 3-5+ years of team leadership. You will drive complex tax, estate, and retirement strategies while mentoring a team. Enjoy a fle...

We are seeking a skilled Legal Secretary for a long-term contract-to-hire role supporting a busy litigation practice in Walnut Creek, CA. This on-site position requires expertise in state and federal e-filing, legal calendaring, and advanced document formatting. Ideal candidates are highly organi...

Join a respected wealth management firm in Walnut Creek as a Senior Client Services Associate. Leverage 3–5 years of experience to deliver white-glove service to high-net-worth clients, partner with advisors, and manage CRM systems. Series 65 preferred. Enjoy competitive pay, ongoing training, an...

Seeking an experienced SBA 7(a) Loan Underwriter for a fully remote, ongoing contract role. You will independently analyze credit risk, review complex financials, and ensure SBA SOP compliance. Requires 3+ years of SBA underwriting experience and strong credit writing skills. Enjoy medical, denta...

Join our Walnut Creek team as a Caregiver—no experience needed, with full training provided. Enhance seniors' lives through daily living assistance, mobility support, and personal care. Enjoy competitive pay, paid holidays, comprehensive health plans, tuition reimbursement, and career advancement...