Tax Manager in Walnut Creek, California at Destination Wealth Management

The ideal candidate is a CPA with strong technical tax skills, experience reviewing complex returns, and the judgment to identify tax issues within a broader wealth management context.

Key Responsibilities:

• Prepare and review federal and state income tax returns, primarily for high-net-worth individuals.
• Review related trust, partnership, and S corporation returns as needed.
• Review source documents, workpapers, and return inputs for accuracy and completeness.
• Identify tax issues, planning opportunities, and items requiring client or advisor follow-up.
• Coordinate with financial advisors on tax matters affecting the client’s broader financial plan.
• Respond to client and advisor tax questions throughout the year.
• Maintain strong documentation and consistent tax department processes.
• Oversee, train, and mentor junior staff as the department grows.

Required Qualifications:

• Active CPA license required.
• Experience preparing and reviewing income tax returns.
• Knowledge of federal and state income tax law.
• Strong organizational, communication, and client-service skills.
• Ability to explain tax concepts clearly to advisors and clients.
• Sound professional judgment and strong attention to detail.

Preferred Qualifications:

• Master’s degree in taxation preferred.
• Experience with high-net-worth or ultra-high-net-worth clients.
• Experience in an RIA, family office, or private client tax practice.
• Familiarity with financial planning and broader wealth management concepts.

Ideal Candidate

The successful candidate will be technically strong, detail-oriented, and comfortable working in a client-focused advisory environment. This role is best suited for someone who values high-quality tax work, clear documentation, and the integration of tax compliance, tax planning, and wealth management advice.

Benefits:

• Competitive compensation
• Medical, dental, and vision benefits
• 401(k) with company match (if applicable)
• Paid vacation and holidays
• Professional development opportunities
• Collaborative and professional work environment