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Robert Half Logo Robert Half · Finance

Tax Associate

United States, Walnut Creek · Job Posted March 19, 2026
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Job Description

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.

Job Responsibility

  • 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

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

What we offer

  • Competitive pay
  • Full benefits
  • 401(k) match
  • Generous PTO
  • December holiday shutdown
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