Senior Tax Manager

Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

✨ Senior Tax Manager 📍 Mill Valley, CA (Hybrid) 🏢 Boutique Wealth Management & Advisory Firm 💰 Competitive Base + Bonus + Significant Career Growth

A highly regarded boutique wealth management and advisory firm is seeking an experienced Senior Tax Manager to become the firm's dedicated tax leader and help shape the future of a growing tax practice. The ideal candidate is equal parts technical expert, trusted advisor, and entrepreneur. This role offers the rare opportunity to move beyond compliance and play a meaningful role in building a scalable, high-impact tax practice from the ground up.

Who You Are You are a technically strong tax professional who enjoys solving complex planning challenges and building trusted client relationships. You bring a consultative mindset, thrive in entrepreneurial environments, and are excited by the opportunity to help shape a growing practice. Most importantly, you're looking for more than a traditional tax role. You want to help build something meaningful, work directly with sophisticated clients, embrace innovation, and play a key role in the future growth of a highly collaborative advisory organization.

What You'll Be Doing

• Lead tax planning, compliance, and review activities for high-net-worth individuals, families, trusts, and related entities.
• Advise clients on complex tax matters, including estate and gift planning, wealth transfer strategies, QSBS, trusts, partnerships, and investment-related tax issues.
• Serve as a trusted advisor, partnering with clients and external professionals to develop and execute sophisticated planning strategies.
• Build long-term client relationships while delivering a high-touch, concierge-level service experience.
• Help develop and scale a modern tax practice through process improvements, technology, automation, and AI-driven solutions.
• Contribute to strategic growth initiatives, operational enhancements, and the expansion of the firm's advisory capabilities.

For fastest consideration, reach out to Anisa Henry via email or LinkedIn.

Qualifications

• Active CPA license required.
• 6-12+ years of tax advisory experience.
• Strong experience working with high-net-worth and ultra-high-net-worth individuals and families.
• Deep expertise in: Individual Taxation, Partnership Taxation, Trust & Fiduciary Taxation, Estate & Gift Planning, Investment-Related Tax Matters, QSBS Planning
• Experience reviewing and signing tax returns.
• Proven ability to independently manage client relationships.
• Strong communication and presentation skills.

Nice to Have!

• Technology founders and startup executives
• Venture capital, private equity, or investment professionals
• Family offices and complex wealth structures
• Closely held businesses and ownership planning
• Practice leadership or business-building experience
• Interest in AI, automation, and technology-enabled advisory services

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.