We are looking for an experienced Senior Tax Accountant to join our team in Calabasas, California. This role is ideal for a proactive and meticulous individual with expertise in tax preparation, accounting, and financial planning for small businesses. You will collaborate closely with clients and internal teams, leveraging technology and innovative tools to deliver exceptional service in a virtual environment.<br><br>Responsibilities:<br>• Conduct monthly reviews of client financial records, ensuring accuracy and completeness in collaboration with the bookkeeping team.<br>• Lead quarterly virtual meetings with clients to analyze financial performance, discuss tax strategies, and offer valuable business insights.<br>• Develop and execute tax planning initiatives for business owners, including officer payroll adjustments and year-end projections.<br>• Prepare and review individual and business tax returns, ensuring compliance with state and federal regulations.<br>• Utilize Intuit ProConnect Tax Software for tax preparation, with training available for candidates unfamiliar with the platform.<br>• Communicate effectively with clients to clarify tax positions, highlight potential savings, and provide ongoing support during tax season.<br>• Partner with bookkeeping and tax teams to streamline workflows and maintain high levels of client satisfaction.<br>• Stay updated on emerging technologies and tools, including AI, to enhance operational efficiency and deliver innovative solutions.<br>• Ensure compliance with tax regulations for S Corporations, Partnerships, and individual clients.

• Minimum of 3 years of experience in public accounting, specializing in small businesses or detail-oriented practices.<br>• Advanced proficiency in QuickBooks Online and Microsoft Excel, including pivot tables, formulas, and reconciliations.<br>• Solid background in business and individual tax preparation; familiarity with ProConnect is an advantage but not mandatory.<br>• Knowledge of tax compliance requirements for S Corporations, Partnerships, and Individuals.<br>• Strong communication skills, both written and verbal, with the ability to lead virtual client meetings during Pacific business hours.<br>• Exceptional organizational skills and the ability to manage multiple client accounts independently in a remote work setting.<br>• Interest in utilizing technology and AI tools to improve client service and efficiency.<br>• CPA or EA certification preferred, though not required.

<p>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.</p> <p>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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>