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Robert Half Tax Manager in San Jose, California


Please reach out to Mahmoud Adam, CPA via LinkedIn with your updated resume or call (408) 455-2675 to be considered for this opportunity.

Exciting opportunity to join an investment advisory firm advising and managing more than $3 billion of assets under management with multiple offices throughout the pacific west.

The Tax Manager will be an integral part of the tax team working in a fast paced, dynamic environment and getting exposure to the different planning strategies the firm is utilizing.

Key responsibilities include:

· Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships (150 tax returns per Tax Manager)

· Manage existing and build new client relationships

· Oversee tax planning strategies for clients and run tax projections

· Prepare internal memos, written tax guidance, and correspond with IRS and state tax authorities

· Support and collaborate with the advisory team on tax planning related functions

· Manage workflow, budgets, and billings

· Evaluate and develop processes and procedures to improve tax department efficiency


This is a great opportunity to join an established firm with a great executive team and mentorship. The ideal candidate should have:

· Minimum 5 years of public accounting experience with an extensive background in taxation

· CPA or JD required; Master’s in taxation preferred

· Ability to manage multiple client engagement and projects

· Proficiency in or ability to adapt quickly to new tax software and research tools (i.e., CCH Axcess Tax, BNA Income Tax Planner, and CCH IntelliConnect)

· Excellent written and verbal communication skills

· Strong research and analytical skills

· Willingness and desire to be part of a team

Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail

Please reach out to Mahmoud Adam, CPA via LinkedIn with your updated resume or call (408) 455-2675 to be considered for this opportunity.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

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