Description
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA

If you're a CPA who enjoys working with high-net-worth clients but wants to move beyond the traditional public accounting grind, this is an opportunity worth exploring.


A fast-growing wealth management firm is expanding its newly established Tax & Estate Planning team and is looking for a Tax Manager who wants to play a meaningful role in building the future of the practice.


💰 Great Base + Bonus

📍 Walnut Creek | Hybrid (1 day/week onsite)


Why this opportunity stands out

This isn't just about preparing tax returns. You'll work directly alongside financial advisors to develop sophisticated tax strategies that help clients preserve and grow wealth while helping shape a growing tax practice from the ground up.


What you'll do

✔ Prepare and review complex individual, trust, partn...