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Description

Tax Associate

Industry: Financial Services / Tax Advisory

A growing financial services firm is seeking a highly motivated and experienced Tax Associate to join its collaborative team. This is a full-time, in-office role offering schedule flexibility, competitive compensation, and the opportunity to work alongside seasoned professionals in a supportive and growth-oriented environment.

About the Firm

The firm provides comprehensive, personalized financial solutions through a holistic approach. With strong growth over the past several years, the team is expanding and looking for professionals who value excellence, process, and teamwork.

Position Overview

The Tax Associate will be responsible for preparing and reviewing a wide range of tax filings, managing client relationships, and supporting the firm’s commitment to high-quality service. This role is ideal for someone who thrives in a fast-paced environment and is eager to contribute to a firm that values collaboration and continuous improvement.

Key Responsibilities

+ Prepare and review individual and business tax returns (1040s, S-Corps, C-Corps, Partnerships, Fiduciary, Non-Profit)

+ Represent clients before the IRS and FTB for audits, collections, and correspondence

+ Conduct tax research and provide strategic guidance

+ Maintain compliance with tax laws and regulations

+ Deliver personalized, high-quality client service

+ Manage client engagements with professionalism and responsiveness

+ Maintain organized and accurate records of client documents and interactions

+ Contribute to improving internal systems and processes

What This Role Offers

+ Full-time position (January–December)

+ Competitive salary and benefits

+ Flexible scheduling within an in-office structure

+ A positive, team-centered culture focused on growth and support

+ No self-marketing required—serve a growing client base with confidence

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Requirements

Required Qualifications

+ 5+ years of tax preparation experience

+ Enrolled Agent (EA) or IRS-recognized credential (CPA, CRTP, AFSP, or Attorney)

+ Proficiency in Lacerte, Excel, Adobe, and project management tools

+ Experience handling IRS/FTB correspondence and calls

+ Strong communication and interpersonal skills

+ High attention to detail and accuracy

+ Ability to work 100% in-office

+ Strong organizational and collaborative skills

Excited about this role? We’d love to hear from you!

Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .