• Senior Tax Preparer - Prestigious WM Firm

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

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

     

    Senior Tax Preparer

    About the Firm

    A purpose‑driven wealth management firm providing holistic financial, investment, and tax services to individuals, families, and foundations. The firm emphasizes impact, community engagement, and values‑based client service, with offices across major U.S. cities. The tax team supports a high‑net‑worth client base with sophisticated and personalized planning needs.

     

    The Role

     

    The Senior Tax Preparer plays a key role in delivering accurate, high‑quality tax preparation and planning support. This position is ideal for an Enrolled Agent (or tax‑focused CPA) with strong direct experience serving high‑net‑worth clients. The role is heavily focused on 1040 preparation during tax seasons, with planning and client support responsibilities throughout the year.

    Key Responsibilities

    + Prepare individual tax returns (1040‑focused); experience with 1041/1065 a plus.

    + Liaise directly with clients to gather documentation and ensure a seamless experience.

    + Prepare tax projections, estimated payments, and analysis.

    + Explain tax issues and compliance requirements directly to clients.

    + Stay current on tax law changes and identify planning opportunities.

    + Support internal advisors with tax education and insights.

    + Provide guidance across multiple tax areas (estate & gift, multi‑state, capital gains, 1031, QSBS, charitable planning, stock comp, etc.).

     

    Benefits

     

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

    + High‑deductible health plan with HSA

    + Wellness allowance ($75/month)

    + Employee assistance program

    + 401(k) with 3% match

    + Commuter benefits

    + Parental bonding leave (up to 100% pay for 12 weeks)

    + Bereavement leave (including pets)

    + Birthday PTO

    + Volunteer PTO (1 day per quarter)

    + Learning & development stipend (up to $1,000 annually)

    + Monthly cell phone allowance ($75/month)

    Requirements

    Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

     

    What You Bring

     

    + Minimum 3+ years of tax preparation experience.

    + Enrolled Agent preferred; CPAs with tax focus considered.

    + Must have hands‑on Lacerte experience.

    + Comfortable working directly with high‑net‑worth clients.

    + Strong understanding of complex tax topics (e.g., QSBS, OZs, gifting strategies, stock compensation).

    + Excellent communication skills—both written and verbal.

    + High attention to detail, strong organization, and ability to prioritize.

    + Tech‑savvy and comfortable working independently.

    + Commitment to integrity and client‑first service.

     

    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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