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Description We are looking for a dedicated and skilled Tax Staff team member to join our team in Santa Barbara, California. In this role, you will handle a variety of tax-related tasks, including preparing returns for individuals, corporations, partnerships, and trusts. You will also provide accounting support and collaborate with clients to ensure compliance and accuracy in their financial matters.

Responsibilities:

• Prepare tax returns for individuals, corporations, partnerships, and trusts with precision and attention to detail.

• Ensure all tax filings comply with current regulations and are submitted accurately and on time.

• Perform accounting tasks such as adjusting journal entries and maintaining financial records.

• Utilize software tools like QuickBooks, QuickBooks Online, and Sage to manage client accounts.

• Analyze client financial documents, identifying and addressing discrepancies when necessary.

• Organize and maintain thorough workpapers to support internal reviews and audits.

• Respond to client inquiries and provide documentation support as needed.

• Collaborate with team members to deliver high-quality tax solutions to small businesses and high-net-worth individuals. Requirements

• Minimum of 5 years of experience in federal income tax preparation.

• Proficiency in QuickBooks, QuickBooks Online, and Sage software.

• Demonstrated expertise in working with small businesses and high-net-worth clients.

• Strong attention to detail and exceptional organizational skills.

• CPA or EA designation required.

• Familiarity with CCH Axcess Suite or similar tax software is advantageous.

• Knowledge of real estate tax and trust tax preparation is a plus.

• Excellent communication skills for client interactions and team collaboration.

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) .