• Senior Tax Accountant - Emerging Tax Firm

    Robert Half Finance & Accounting (San Jose, CA)


    Description

    Sr. Tax Associate

     

    Industry: Financial Services / Tax Advisory

     

    Join a thriving financial services firm that’s redefining what it means to deliver exceptional tax advisory. We’re looking for a driven and detail-oriented Tax Associate to become a key player on our collaborative team. This full-time, in-office role offers flexibility, competitive compensation, and the chance to grow alongside experienced professionals in a dynamic and supportive environment.

     

    About the Firm

     

    We’re a fast-growing firm known for delivering personalized, holistic financial solutions. Our success is built on a foundation of integrity, innovation, and teamwork. As we continue to expand, we’re seeking professionals who are passionate about excellence and eager to contribute to a culture that values both individual and collective growth.

     

    What You’ll Do

     

    As a Tax Associate, you’ll play a vital role in delivering high-quality tax services to a diverse client base. You’ll manage complex filings, build strong client relationships, and help shape the future of our tax practice. This is a great opportunity for someone who thrives in a fast-paced setting and wants to make a meaningful impact.

    Key Responsibilities:

    + Prepare and review a variety of tax returns: Individual (1040), S-Corp, C-Corp, Partnership, Fiduciary, and Non-Profit

    + Represent clients in IRS and FTB audits, collections, and correspondence

    + Conduct tax research and provide strategic recommendations

    + Ensure compliance with current tax laws and regulations

    + Deliver personalized, responsive client service

    + Manage client engagements with professionalism and care

    + Maintain organized records and documentation

    + Contribute ideas to improve internal systems and workflows

     

    What You’ll Gain

     

    + Full-time role with year-round stability (January–December)

    + Competitive salary and comprehensive benefits

    + Flexible scheduling within a structured in-office environment

    + A collaborative, growth-focused culture

    + No self-marketing required—serve an established and expanding client base

     

    Ready to take the next step in your career?

     

    Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario. Let’s connect and explore how this opportunity can align with your goals.

    Requirements

    Required Qualifications

    + Minimum of 5 years of hands-on experience in tax preparation

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

    + Strong proficiency in Lacerte, Excel, Adobe, and project management platforms

    + Proven ability to manage IRS and FTB correspondence, including audits and client representation

    + Excellent communication skills with a client-first mindset

    + High level of accuracy and attention to detail in all aspects of tax work

    + Comfortable working 100% on-site in a collaborative office environment

    + Well-organized, proactive, and thrives in a team-oriented setting

     

    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) .