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Tax Advisor

United States, San Jose · Job Posted January 24, 2026
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Job Description

This Tax Advisor role is a chance to help build a new practice area from the ground up while joining a close-knit, high-caliber team. You’ll work in a beautiful San Jose office, enjoy real work-life balance, and have clear paths for advancement, including potential ownership.

Job Responsibility

  • Deliver tax planning, advisory, and compliance services for high-net-worth clients
  • Manage a book of clients with complex tax needs
  • Prepare individual, trust, and estate returns using SurePrep
  • Stay current on tax regulations and ensure compliance and confidentiality
  • Communicate proactively with clients to provide exceptional service

Requirements

  • 7+ years of experience advising high-net-worth clients on tax matters
  • Strong experience with trust, estate, and tax planning
  • Highly organized, detail-oriented, and deadline-driven
  • Professional, dependable, and comfortable in a fast-paced environment

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Eligible to enroll in company 401(k) plan
  • Free online training
  • Clear paths for advancement, including potential ownership
  • Real work-life balance

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