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United States, San Jose Employment contract · Job Posted April 29, 2025
Job offer has expired
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Job Description
Join a growing wealth management firm expanding its tax advisory practice. Take on a leadership role, build a new division, and grow your career with potential for future ownership. This is an exciting opportunity to lead a team of tax professionals in a collaborative, family-oriented environment. Enjoy flexibility, competitive compensation, and the chance to advise high-net-worth individuals and business owners, all while maintaining work-life balance.
Job Responsibility
Prepare and review complex tax returns for individuals, businesses, and trusts
Act as the main point of contact for clients, providing expert tax guidance
Lead and mentor a team of tax professionals
Improve processes and workflows to support the firm’s expansion.
Requirements
CPA or EA with 7+ years of experience in tax advisory
Strong background in high-net-worth and business tax filings
Leadership experience and excellent client communication skills
Organized, deadline-driven, and able to manage multiple priorities.