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1 finance jobs found in Concord

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Robert Half
Aug 27, 2026
Full time
Tax Supervisor | RIA Firm | 1 day onsite
$90,000 - $120,000 yearly
Robert Half Concord, CA
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . An established, fast-growing wealth management firm is seeking a Tax Supervisor to join its Tax and Estate Planning team. This role is ideal for an experienced tax professional who enjoys working directly with high-net-worth clients and collaborating with senior CPAs, estate planning professionals, and financial advisors. The position offers broad exposure to individual, trust, estate, and entity taxation, as well as advanced tax planning and wealth management strategies. Responsibilities The Tax Supervisor will take ownership of tax planning, compliance, and advisory initiatives while partnering closely with senior professionals across the firm. Tax & Planning Oversee and review tax preparation and compliance for high-net-worth individuals, trusts, estates, partnerships, and related entities. Develop and review federal and state tax...
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