Senior Tax Advisor, Robert Half

Senior Tax Advisor

Robert Half

Location:

United States, San Francisco

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position is responsible for providing expert tax preparation, tax planning, and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll play a key role in business growth and career development opportunities.

Job Responsibility:

Prepare individual (1040), partnership (1065), S-Corp (1120S), C-Corp (1120), trust (1041), and gift (709) tax returns for clients and their associated businesses and entities
Provide secondary support in the preparation of gift tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting
Respond to client inquiries related to retirement planning, asset sales, business formation, and dissolution
Review and address tax notices and audit responses from federal and state authorities
Amend tax returns as necessary
Identify and recommend proactive tax planning opportunities that align with clients' comprehensive financial plans (e.g., retirement account strategies)
Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals

Requirements:

Bachelor’s degree in Finance, Business, Accounting, or a related field (preferred)
2-4 years of experience in a CPA firm or tax advisory role
Active CPA certification required
Exceptional verbal and written communication skills
Strong proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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