18 Results for Revenue Director Jobs in Oakland, CA

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Revenue Manager

Larkspur, CA
onsite
Permanent / Full Time
135000 - 155000 USD / Yearly
We are looking for a Revenue Manager to turn pricing, promotional, customer, and financial information into practical strategies that support stronger top-line performance and healthier margins. Based in Larkspur, California, this role partners closely with finance, sales, marketing, and insights teams to improve commercial planning and decision quality. The position blends strategic evaluation with day-to-day ownership of revenue processes, analytics, and governance that help the business scale with consistency and discipline. Responsibilities:• Analyze net sales, trade investment, and gross-to-net performance across customers, brands, channels, and promotional programs to uncover risks and growth opportunities.• Partner with commercial teams during recurring trade spend reviews, highlighting forecast gaps, performance trends, and actions that improve return on investment.• Create and maintain standards for trade planning, spending categories, approval controls, and measurement practices to support stronger financial discipline.• Assess customer funding structures and recommend where investments should be optimized, shifted, or reduced to improve profitable growth.• Develop pricing and price-pack recommendations by weighing consumer demand, retailer economics, competitive dynamics, margin targets, and share goals.• Build scenario models that guide decisions related to pricing, assortment, distribution, promotional strategy, mix, and customer investments.• Measure promotional performance across brands, customers, categories, and event types, then identify low-yield activities and propose stronger alternatives.• Lead the business-side administration of the trade promotion management platform, including governance, user access, master data, workflows, training, testing, and post-launch adoption.• Combine retailer, syndicated, internal financial, and promotional data into dashboards, reporting, and business cases that support timely commercial decisions.• Develop repeatable tools, frameworks, and planning approaches while influencing cross-functional partners with clear analysis and sound commercial judgment.Larkspur
2026-11-06T00:00:00Z

Director of Accounting

South San Francisco, CA
onsite
Permanent / Full Time
220000 - 240000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION We are looking for an experienced Director of Accounting to lead core accounting operations for a growing biotech organization in South San Francisco. This role will guide financial close activities, oversee clinical and operational accounting, and help strengthen reporting accuracy across the business. The position offers strong visibility with cross-functional leadership and the chance to shape a scalable accounting function in a fast-moving environment. Responsibilities:• Direct the month-end, quarter-end, and year-end close cycles, ensuring timely completion of journal entries, balance sheet reconciliations, accruals, prepaid accounting, and cash-related transactions.• Oversee accounting for clinical development spending by managing study accruals and working closely with Clinical Operations to maintain accurate cost tracking and reporting.• Lead day-to-day operational accounting activities, including regulatory reporting related to 1099 and 1042 filings as well as sales and use tax compliance.• Maintain adherence to U.S. accounting standards, internal control expectations, and established company accounting policies across all assigned areas.• Collaborate with technical accounting and external auditors to support audits, compliance efforts, and the resolution of complex accounting matters.• Improve accounting workflows by identifying opportunities for automation and better use of systems such as NetSuite, Excel, BlackLine, and AI-enabled tools.• Manage and develop members of the accounting team, fostering accountability, careful growth, and a collaborative team culture.• Balance strategic leadership with hands-on execution, stepping into detailed accounting work when needed to support business priorities.
2026-10-27T00:00:00Z

VP/Director of Finance

San Jose, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
We are looking for an experienced finance leader to oversee budgeting, reporting, and operational guidance for a network of nonprofits in San Jose, California. This W2 hourly position will play a central role in strengthening fiscal planning, supporting operations, financial analysis, and advising leadership on critical decision-making. The ideal candidate brings strong expertise in budgeting, month-end close, financial reporting, and cash flow forecasting, along with the ability to translate complex data into practical recommendations. The role is hybrid (4 days onsite / 1 day remote). The client is on QuickBooks Online (proficiency with this software is highly preferred). If you are bilingual in Spanish, that would be helpful but not required. Finance Manager, Finance Directors, and VP's of Finance with nonprofit industry or education industry experience are all welcomed to apply. You must be ready to start a new role in October. Responsibilities:• Day-to-day finance support• Supporting stakeholders with creating budgets• Cash reporting and forecasting
2026-10-08T00:00:00Z

VP/Director of Finance

San Ramon, CA
remote
Temporary / Contract
80 - 95 USD / Hourly
Our Tri-Valley early-stage startup client is seeking an experienced finance leader to take full ownership of accounting operations. This Long-term Contract position is ideal for a hands-on, detail-oriented individual who can operate independently, strengthen accounting processes, and deliver accurate financial reporting in a fast-paced startup environment. The role requires deep technical accounting knowledge, strong NetSuite expertise, and the ability to support audit readiness while managing the complete close and reporting cycle. This position is 100% remote and is expected to pay $80-495/hr. DOE. Responsibilities:• Lead all daily accounting activities, including general ledger management, monthly close, and preparation of timely financial reports• Oversee accounts payable activity, vendor payments, automated expense transactions, and limited customer invoicing with a strong focus on accuracy and control• Record payroll-related journal entries from external providers and reconcile associated balance sheet accounts• Prepare and review accruals, prepaid expenses, adjusting entries, and other period-end accounting records• Complete detailed reconciliations across bank accounts, credit cards, balance sheet accounts, and general ledger activity• Build and maintain thorough supporting schedules, accounting documentation, and organized records to strengthen compliance and reporting quality• Research complex U.S. GAAP matters, including software and AI development cost treatment, financing transactions, and equity-related accounting considerations• Produce monthly financial statement packages and support audit preparation through strong controls, documentation, and technical analysis• Contribute to the ongoing enhancement of accounting infrastructure, including effective use of NetSuite and evaluation of future finance tools where needed
2026-11-04T00:00:00Z

VP/Director of Finance

San Francisco, CA
onsite
Permanent / Full Time
220000 - 240000 USD / Yearly
We are looking for an accomplished finance leader to guide financial strategy and oversee core accounting operations for a mission-driven nonprofit in San Francisco, California. This role will lead budgeting, reporting, forecasting, and compliance activities while providing clear financial insight to support organizational decision-making. The ideal candidate brings strong nonprofit finance expertise, sound judgment, and the ability to strengthen financial processes in a dynamic environment. Responsibilities: • Direct the organization’s financial planning activities, including development of the annual budget and ongoing forecast updates. • Oversee month-end close procedures to ensure timely, accurate financial statements and supporting reconciliations. • Produce and present financial reports that translate complex data into meaningful insights for leadership and key stakeholders. • Manage cash flow planning by monitoring liquidity, projecting funding needs, and supporting responsible resource allocation. • Lead financial oversight of government grants, including budgeting, tracking expenditures, and maintaining compliance with award requirements. • Coordinate annual audit activities by preparing documentation, responding to auditor requests, and strengthening internal controls. • Evaluate and improve budgeting and accounting processes to support accuracy, efficiency, and transparency across the finance function. • Partner with senior leadership on strategic financial decisions, risk management, and long-range planning initiatives. • Support the effective use of accounting software systems to maintain reliable financial records and reporting capabilities.
2026-11-04T00:00:00Z

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent / Full Time
120000 - 170000 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-10-13T00:00:00Z

Human Resources (HR) Director

Milpitas, CA
onsite
Temporary / Contract
59.375 - 68.75 USD / Hourly
We are looking for an experienced Human Resources Director to lead people operations for a multi-site workforce across North America, with this role based in Milpitas, California. This Long-term Contract position will oversee employee relations, compliance, benefits, performance programs, and day-to-day HR support for both onsite and remote employees. The ideal candidate brings strong judgment, a hands-on leadership style, and deep knowledge of multi-state employment practices in complex operational environments. Responsibilities: • Direct end-to-end HR operations for more than 250 employees across six locations, ensuring consistent support for both local and remote team members. • Guide managers and employees through sensitive workplace matters, including investigations, corrective actions, performance concerns, escalations, and employee separations. • Advise leadership on multi-state employment regulations and help manage workforce changes, including organizational restructuring and reduction-in-force activities. • Manage HR compliance programs by maintaining policies, records, required filings, audit preparation, training coordination, and documentation standards. • Oversee employee benefits administration, annual open enrollment, retirement plan coordination, and employee communication related to benefit offerings. • Partner with Payroll and Finance to ensure accuracy in timekeeping, deductions, compensation matters, commission-related questions, expense processes, travel coordination, and employee data records. • Lead annual HR processes such as performance reviews, merit planning, compensation analysis, reporting, and organizational chart maintenance. • Supervise direct and indirect support staff, including site-based HR representatives and operational leaders, while promoting consistent service delivery across locations. • Support workplace and operational projects such as vendor coordination, facilities-related changes, policy rollout, and site relocation activities as business needs evolve.
2026-10-16T00:00:00Z

Director of Operations

Mill Valley, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Director of Operations📍 Mill Valley, CA (Hybrid)🏢 Boutique Wealth Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits Anisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a Director of Operations to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations. The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism. With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting. The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution. Key Responsibilities<ul><li>Support investment operations, including trade execution, monitoring, and settlement activities.</li><li>Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.</li><li>Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.</li><li>Assist with account onboarding, maintenance, and ongoing administration.</li><li>Prepare and distribute client reporting and performance-related materials.</li><li>Provide operational support to advisors and leadership on various projects and initiatives.</li><li>Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.</li><li>Collaborate across the organization to deliver a seamless and exceptional client experience.</li></ul>
2026-10-26T00:00:00Z

Senior Human Resources Director

Berkeley, CA
onsite
Temporary / Contract
72 - 75 USD / Hourly
**100% Contract Position** Job Function Details: • Oversee all HR functions, including recruitment, onboarding, employee relations, performance management, compensation, benefits, training, compliance, and HR systems. • Lead and develop the HR and Recruitment team of three employees, ensuring departmental goals are met and exceptional service is provided across the organization, including 200 employees across 7 Northern California counties. • Develop and implement effective recruitment, retention, and onboarding strategies aligned with company's mission and staffing needs. • Manage employee relations, workplace investigations, performance improvement plans, and involuntary separations, partnering with the COO and legal counsel as needed. • Develop and maintain HR policies, procedures, and programs that promote employee engagement, accountability, inclusion, and a high-performance culture. • Oversee competitive, equitable, and financially sustainable compensation and benefits programs, including annual market reviews and renewals. • Coach and train managers on employee relations, performance management, recruitment, retention, and effective leadership practices. • Oversee employee evaluations, professional development, and performance management processes. • Ensure compliance with federal, state, and local employment laws, regulations, and reporting requirements. • Oversee workers’ compensation, unemployment insurance, employee leaves, accommodations, personnel records, and HRIS. • Partner with the COO to manage the HR budget and ensure departmental financial accountability.
2026-10-19T00:00:00Z

Tax Manager - Public

San Rafael, CA
onsite
Permanent / Full Time
150000 - 190000 USD / Yearly
We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.
2026-10-26T00:00:00Z

Tax Manager - Public

Oakland, CA
onsite
Permanent / Full Time
135000 - 160000 USD / Yearly
We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities. Responsibilities: • Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery. • Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives. • Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders. • Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution. • Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting. • Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development. • Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice. • Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
2026-10-26T00:00:00Z

Tax Manager / Director $160K $225K + Bonus UHNW Clients

Oakland, CA
onsite
Permanent / Full Time
160000 - 225000 USD / Yearly
Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly! 💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't about inheriting someone else's process — but building something of your own? I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities. 💡 What You'll Do<ul><li>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</li><li>Deliver proactive tax planning and strategic advice across complex wealth structures</li><li>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</li><li>Review and sign individual, trust, partnership, and related tax returns</li><li>Build long-term relationships with founders, executives, investors, and their families</li><li>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</li><li>Help design scalable tax processes and service offerings using technology, automation, and AI</li><li>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</li></ul>
2026-10-26T00:00:00Z

Tax Manager / Director $160K $225K + Bonus UHNW Clients

San Francisco, CA
onsite
Permanent / Full Time
160000 - 225000 USD / Yearly
Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly! 💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't about inheriting someone else's process — but building something of your own? I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities. 💡 What You'll Do<ul><li>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</li><li>Deliver proactive tax planning and strategic advice across complex wealth structures</li><li>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</li><li>Review and sign individual, trust, partnership, and related tax returns</li><li>Build long-term relationships with founders, executives, investors, and their families</li><li>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</li><li>Help design scalable tax processes and service offerings using technology, automation, and AI</li><li>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</li></ul>
2026-10-26T00:00:00Z

Tax Manager

San Rafael, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-11-02T00:00:00Z

Tax Manager

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 210000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-10-16T00:00:00Z

Tax Manager

San Jose, CA
onsite
Permanent / Full Time
140000 - 190000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing! Join a premier private equity firm with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a newly launched, large-scale fund structure while gaining deep exposure to complex private equity fund tax, partnership structures, and related accounting matters. The role offers significant ownership and visibility, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation, meals, wellness benefits, and excellent long-term career growth. Responsibilities<ul><li>Manage tax matters across multiple funds and entities </li><li>Prepare tax allocations, schedules, and supporting workpapers </li><li>Coordinate with external advisors on tax returns and K-1s </li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for complex private equity and evergreen fund structures </li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to fund accounting based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Tax Manager

San Francisco, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
Tax Manager Natalie Lue with Robert Half is recruiting for an experienced Tax Professional ready for that move to Tax Manager to oversee corporate income tax accounting and compliance activities for our San Francisco, California team. This role plays a key part in managing tax provision processes, supporting reporting accuracy, and partnering with internal stakeholders and external advisors on a range of tax matters. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to manage deadlines across recurring filings, forecasts, and special projects. Join a global organization seeking a Tax Manager to support tax compliance, provision, and planning activities.Requirements<ul><li>Big 4 CPA</li><li>5+ years of public accounting and/or corporate tax experience</li><li>ASC 740 and IAS 12 tax provision experience</li></ul>San Francisco, CA | Hybrid | $125K-$155K + BonusExcellent growth opportunity, strong benefits, and a flexible hybrid schedule. Apply today for confidential consideration
2026-11-05T00:00:00Z

Tax Manager - Wealth Management Firm

Mill Valley, CA
onsite
Permanent / Full Time
150000 - 225000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax Manager | Wealth Management Firm | Mill Valley | Hybrid Join a boutique wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, executives, and investors. The firm offers a highly personalized approach, providing direct access to sophisticated clients, senior leadership, and key strategic initiatives across the business. This is a rare opportunity to launch and lead a new tax practice within an established platform. As the founding tax hire, you'll have the ability to shape the client experience, tax strategy, technology stack, and future growth of the practice. Ideal for someone who enjoys advising clients, signing returns, building processes, and creating something from the ground up while serving a sophisticated UHNW client base. Responsibilities<ul><li>Lead review and preparation of complex individual, trust, gift, partnership, and S-Corp tax returns</li><li>Advise clients on QSBS, trusts, estate and gift planning, partnership taxation, and other advanced tax strategies</li><li>Serve as the primary tax advisor to UHNW clients and their outside advisors</li><li>Partner with wealth advisors and family office professionals on integrated planning strategies</li><li>Help build and enhance technology, automation, and AI-enabled workflows</li><li>Establish scalable processes, compliance standards, and best practices as the practice grows</li></ul> For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

18 results for Revenue Director in Oakland, CA