# Tax Manager - Hybrid, Wealth Management - $140k +Flex PTO

**Job Details:**
- **Location:** San Ramon, CA (Hybrid)
- **Type:** Permanent
- **Salary:** $130,000 - $150,000 Annually
- **Posted 1 weeks ago**
- **Job ID:** 945962

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## Job Description

San Ramon, California (hybrid) Actively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software. ALSO open to considering Experienced Staff/Seniors (prep and review) with advisory experience! We are an independent investment financial advisory firm that specializes in retirement planning, investment ad

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