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Description

Interested? Let’s Connect!

If this opportunity sounds like a great fit, apply today and share your resume with JC del Rosario via LinkedIn—I’d love to connect and learn more about you!

Senior Tax Preparer

Role Overview

We’re looking for an experienced Senior Tax Preparer to support high-net-worth clients with complex tax needs and advanced planning strategies. While tax preparation will be the primary focus during busy season, you’ll also contribute to year-round tax planning, client communication, and selective business development initiatives.

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 compliance with all filing requirements

+ Stay current on tax law changes and recommend strategies to improve 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

+ $75 monthly wellness allowance

+ Commuter benefits

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

+ Tuition reimbursement + annual learning stipend

Requirements

Want to Know More?

If this opportunity sounds like a great fit for your background, apply today and share your resume with JC del Rosario via LinkedIn—let’s connect and explore whether this role aligns with your next career move!

Qualifications

+ Experience: Minimum 3+ years of tax preparation experience (EA required; 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 such as 1031 exchanges, QSBS, Opportunity Zones, charitable giving, stock compensation, and Roth conversions

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

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