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

Everforth, Cybercoders · Walnut Creek, Contra Costa County

$169,771 – $169,771

Posted Oct 12, 2026

Tax Manager Walnut Creek, 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 advising, and 401(k) management with a direct approach to financial planning. We deliv…

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