• Senior Tax Advisor - High‑Performing Wealth…

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Senior Tax Preparer

     

    Role Overview

     

    We’re seeking an experienced Senior Tax Preparer to support high‑net‑worth clients across a diverse range of tax needs and advanced planning strategies. While the role is preparation‑heavy during busy season, you’ll remain engaged year‑round through planning work, client communication, and advisory support.

     

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

    Key Responsibilities

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

    + Communicate directly with clients to gather documents and provide a smooth, organized tax preparation experience

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

    + Clearly explain complex tax issues to clients while ensuring full compliance with federal and state requirements

    + Stay updated on tax law changes and recommend strategic planning opportunities

    + Provide internal guidance to wealth advisors on tax‑related topics and planning considerations

    + Knowledge in estate and gift tax planning is highly desirable

    + California return experience required; multi‑state experience 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 and monthly cell phone allowance

    Requirements

    Want to Know More?

     

    If this opportunity aligns with your experience and career goals, apply today and send your resume via LinkedIn to JC del Rosario — let’s connect and explore whether this role is the right next step for you.

    Qualifications

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

    + Technical Skills: Proficiency with Lacerte is required

    + Client Experience: Strong communication skills and experience working with high‑net‑worth clients

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

    + Professional Strengths: Highly detail‑oriented, organized, and tech‑savvy

     

    Preferred Skills

     

    + Experience in tax planning and direct client interaction

    + Familiarity with 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) .