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Description

Interested?

Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!

Senior Tax Preparer

Role Overview

We’re seeking an experienced Senior Tax Preparer to support high‑net‑worth clients with complex tax needs and advanced planning strategies. While the role is heavily focused on tax preparation during busy season, you’ll also play a key part in year‑round tax planning, client communication, and selective business development efforts.

The ideal candidate is an Enrolled Agent (EA) or tax‑focused CPA with strong technical expertise, sound judgment, and the confidence to operate independently in a client‑facing advisory environment.

Key Responsibilities

+ Lead preparation of individual tax returns (primarily Form 1040); experience with 1041 and 1065 is a strong plus

+ Communicate directly with clients to gather documentation and ensure a smooth, proactive tax prep experience

+ Prepare detailed tax analyses, projections, and estimated tax calculations

+ Explain complex tax issues in clear, practical terms while ensuring full compliance with all filing requirements

+ Stay current on tax law changes and recommend strategies to improve both short‑ and long‑term client outcomes

+ Provide internal guidance to wealth advisors on tax‑related questions and planning opportunities

+ Knowledge of estate and gift tax planning is highly valued

+ California return experience required; multi‑state exposure preferred

Benefits & Perks

+ Medical, dental, vision, life, and disability insurance

+ Health Savings Account (HSA) option

+ $75 monthly wellness allowance

+ 401(k) with employer match

+ Commuter benefits

+ Paid parental leave: up to 12 weeks at 100% salary

+ Tuition reimbursement + annual learning stipend

+ Volunteer PTO and donation‑matching program

+ Birthday PTO + monthly cell phone allowance

Requirements

Want to know more?

Apply today and send your resume via LinkedIn to JC del Rosario — let’s connect and explore whether this opportunity aligns with your next career move.

Qualifications

+ Experience: Minimum of 3+ years of tax preparation experience (EA preferred; CPA candidates welcome).

+ Technical Skills: Proficiency with Lacerte required.

+ Client Experience: Strong communication skills and experience supporting high‑net‑worth individuals.

+ Tax Expertise: Familiarity with advanced strategies including 1031 exchanges, QSBS, Opportunity Zones, charitable giving, stock compensation, and Roth conversions.

+ Professional Strengths: Highly detail‑oriented, organized, and tech‑savvy with strong follow‑through.

Preferred Skills

+ Hands‑on experience with tax planning and direct client interaction

+ Working knowledge of estate and gift tax planning

+ Ability to work independently while managing multiple priorities effectively

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.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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) .