<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>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.</p><p><br></p><p><strong>The Role</strong></p><p>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.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare individual tax returns (1040‑focused); experience with 1041/1065 a plus.</li><li>Liaise directly with clients to gather documentation and ensure a seamless experience.</li><li>Prepare tax projections, estimated payments, and analysis.</li><li>Explain tax issues and compliance requirements directly to clients.</li><li>Stay current on tax law changes and identify planning opportunities.</li><li>Support internal advisors with tax education and insights.</li><li>Provide guidance across multiple tax areas (estate & gift, multi‑state, capital gains, 1031, QSBS, charitable planning, stock comp, etc.).</li></ul><p><strong>Benefits</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>High‑deductible health plan with HSA</li><li>Wellness allowance ($75/month)</li><li>Employee assistance program</li><li>401(k) with 3% match</li><li>Commuter benefits</li><li>Parental bonding leave (up to 100% pay for 12 weeks)</li><li>Bereavement leave (including pets)</li><li>Birthday PTO</li><li>Volunteer PTO (1 day per quarter)</li><li>Learning & development stipend (up to $1,000 annually)</li><li>Monthly cell phone allowance ($75/month)</li></ul>
<p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity sounds like a great fit, apply today and share your resume with <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><br></p><p><strong>Role Overview</strong></p><p>We’re looking for an experienced <strong>Senior Tax Preparer</strong> 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.</p><p>The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or tax-focused <strong>CPA</strong> with strong technical expertise, sound judgment, and the confidence to operate independently in a client-facing advisory environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead preparation of individual tax returns (primarily Form 1040); experience with 1041 and 1065 is a strong plus</li><li>Communicate directly with clients to gather documentation and ensure a smooth, proactive tax prep experience</li><li>Prepare detailed tax analyses, projections, and estimated tax calculations</li><li>Explain complex tax issues in clear, practical terms while ensuring compliance with all filing requirements</li><li>Stay current on tax law changes and recommend strategies to improve client outcomes</li><li>Provide internal guidance to wealth advisors on tax-related questions and planning opportunities</li><li>Knowledge of estate and gift tax planning is highly valued</li><li>California return experience required; multi-state exposure preferred</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>$75 monthly wellness allowance</li><li>Commuter benefits</li><li>Paid parental leave: up to 12 weeks at 100% salary</li><li>Tuition reimbursement + annual learning stipend</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR CORPORATE TAX ACCOUNTANT</strong></p><p><strong>115K-130K+BONUS+AMAZING BENEFITS</strong></p><p><br></p><p>Well established private/investment foundation with over 13B in AUM is seeking a strong Sr. Tax Accountant to join their dynamic team. This is an excellent opportunity to join a prestigious organization (ranked top 15 in US) that offers stability, work/life balance, career path and excellent benefits.</p><p><br></p><p><u>About the Position</u></p><p>Senior Tax Accountant has significant responsibilities in tax compliance, monitoring and reporting. This position ensures that the Foundation complies with tax laws and regulations while optimizing its tax position.</p><p><u>Responsibilities</u></p><p>-Proactively works with the tax advisor and team to prepare tax planning and strategy.</p><p>-Collect and track tax data, including K-1’s issued by partnerships, and tax documents from foreign corporations.</p><p>-Prepare the Foundation’s tax returns (990-PF and 990-T), including state and other related tax returns.</p><p>-Ensure timely filing of all returns and payments, including quarterly estimates and extensions. Actively monitors and accounts for tax provision.</p><p>-Analyze and interpret new tax laws and regulations. Work with tax advisors and outside counsel to assess impact and recommend procedures for compliance.</p><p>-Play a key role in audit preparedness. Maintain processes and procedures in the event of an IRS audit.</p><p>-Prepare workpapers for audited financial statements. Works with the audit team to research transactions and reconciliations on complex items during the year.</p><p>-Supports the accounting and reconcilement of the Foundation’s investment portfolio in accordance with GAAP and IRS regulations.</p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Tax Planner </strong>at a <strong>Nationally recognized Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This is a high-impact opportunity to work closely with experienced advisors and play a key role in shaping sophisticated strategies for a loyal and expanding client base.</p><p> </p><p>The firm offers competitive compensation, performance-based bonuses, flexible work arrangements, and a collaborative culture that values initiative, clear communication, and leadership without ego.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Design and execute advanced tax strategies for high-net-worth individuals, executives, and multi-generational families.</li><li>Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and philanthropic strategies.</li><li>Translate complex tax topics into actionable guidance for clients and internal stakeholders.</li><li>Identify planning opportunities during client engagements and support new business development efforts by articulating the firm’s value.</li><li>Review tax returns to uncover forward-looking strategies and align them with broader financial goals.</li><li>Serve as a visible subject matter expert in client meetings, team discussions, and internal trainings.</li><li>Stay current on tax law changes and proactively advise the team and clients on implications.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p><strong>Join Our Team as a Senior Accounts Payable Specialist!</strong></p><p>We are excited to announce a <strong>contract-to-hire opportunity</strong> that will allow the right candidate to step into a challenging, rewarding, and impactful Accounts Payable role. This position is <strong>fully onsite</strong> at our client's vibrant company headquarters located in Alameda, CA. If you're someone who thrives on managing high-volume workloads, enjoys problem-solving, and is passionate about contributing to the financial health of an organization, we want to hear from you!</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As a Senior Accounts Payable Specialist, you will work closely with our dynamic Accounts Payable team, directly reporting to and supporting the Senior Manager in this critical department. This role touches on every aspect of the payment cycle process, ensuring accuracy, compliance, and efficiency in all things Accounts Payable.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process and verify invoices and check requests accurately and efficiently with 3-way matching.</li><li>Ensure proper routing, coding, and approvals are in place for all financial transactions.</li><li>Execute high-volume data entry and meet the demands of monthly closings.</li><li>Perform vendor and General Ledger (GL) account reconciliations with precision.</li><li>Execute full-cycle vendor payments while maintaining policy compliance.</li><li>Run audits to ensure payment accuracy and safeguard against discrepancies.</li><li>Build and maintain professional relationships with vendors and internal teams.</li><li>Assist in creating month-end accrual and reconciliation documentation.</li><li>Handle purchase price variance reviews and ad hoc analyses while supporting management requests.</li><li>Prepare monthly reporting and year-end compliance tasks.</li><li>Contribute to team success through cross-functional training within the department.</li></ul><p><strong>Why You’ll Love Working Here</strong></p><p>Opportunity to transition to a <strong>permanent role</strong> within a well-known organization after demonstrating professional success through the initial contract period.</p><ul><li>Be part of a supportive and forward-thinking team in a fast-paced environment.</li><li>Direct exposure to leadership and opportunities to enhance your skills through diverse responsibilities.</li></ul><p><strong>Work Schedule & Onsite Location</strong></p><p><strong>Monday to Friday schedule</strong>, with standard office hours, making it ideal for individuals seeking stability and structure.</p><p>100& onsite in San Leandro, CA ensuring hands-on collaboration with your colleagues and leadership team.</p><p><strong>Ready to Bring Your Expertise to Our Team? Apply Today!</strong></p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>We are looking for a skilled Tax Preparer /Bookkeeper to join our team in Concord, California. This Contract to permanent position offers an exciting opportunity for a detail-oriented individual to assist primarily with individual tax returns, bookkeeping, and other financial tasks. The ideal candidate will be proficient in tax preparation and bookkeeping, with a strong command of relevant software tools.</p><p><br></p><p>Responsibilities:</p><p>• Prepare individual tax returns, ensuring compliance and accuracy with applicable regulations.</p><p>• Handle a small percentage of business tax returns as needed.</p><p>• Manage bookkeeping tasks for 4-5 clients, including creating profit and loss statements.</p><p>• Utilize software tools such as Drake Tax Software and QuickBooks to perform tax and bookkeeping functions.</p><p>• Process tax documents for schedules A through E, catering to middle-class and high-net-worth clients.</p><p>• Perform occasional data entry related to the insurance side of the business.</p><p>• Coordinate the pickup and delivery of financial documents to and from business clients.</p><p>• Collaborate with clients to ensure timely completion of all financial tasks.</p><p>• Maintain organized records and provide updates on tax and bookkeeping activities.</p>
<p>We are looking for a skilled Tax Manager to join our team in Santa Rosa, California. This position offers an excellent opportunity for career growth and leadership development within our tax department. The ideal candidate will possess a strong background in tax preparation, compliance, and consulting, coupled with exceptional communication and mentorship abilities.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review comprehensive tax returns for individuals, businesses, non-profits, trusts, and estates.</p><p>• Build and maintain strong client relationships while delivering outstanding tax-related services.</p><p>• Provide clients with strategic tax planning and consulting advice on estate matters, business strategies, and compliance issues.</p><p>• Analyze and resolve complex tax challenges, offering innovative solutions.</p><p>• Manage client expectations effectively to ensure satisfaction and trust.</p><p>• Utilize advanced computer skills and maintain proficiency in relevant tax software.</p><p>• Identify opportunities to expand service offerings and grow client portfolios.</p><p>• Develop new client relationships through effective networking and referrals.</p><p>• Stay informed on current tax regulations and industry standards through ongoing education and training.</p>
<p>We are looking for a highly skilled Full Charge Bookkeeper/Accountant to join our clients team in Concord, California. In this Contract to permanent position, you will play a critical part in managing financial operations, ensuring compliance, and maintaining accurate records for the organization. This position offers the opportunity to contribute to meaningful financial processes while collaborating across departments.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Maintain accurate general ledger records and reconcile bank statements to ensure financial data integrity.</p><p>• Process transactions such as donations, grants, membership dues, and operational expenses, ensuring timely deposits and payments.</p><p>• Oversee payroll activities, including benefits administration and tax filings, in coordination with HR.</p><p>• Assist in budget preparation and provide detailed reports on variances between actuals and projections.</p><p>• Track and monitor both restricted and unrestricted funds, ensuring compliance with grant agreements and funding requirements.</p><p>• Prepare financial reports including trial balances, balance sheets, income statements, and cash flow statements, while supporting audit preparation.</p><p>• Collaborate with external accountants for tax filings, audits, and compliance with nonprofit regulations.</p><p>• Maintain donor and vendor records, handle acknowledgments, and coordinate correspondence to strengthen relationships.</p><p>• Ensure accurate documentation of assets, liabilities, volunteer hours, and insurance records in line with organizational policies.</p>
<p>We are seeking an experienced Bookkeeper & Tax Preparer to support our busy tax season. You will primarily handle individual tax returns, contribute to light business tax filings, and manage full-cycle bookkeeping for select clients. QuickBooks is a critical tool for day-to-day operations, so proficiency is a must.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare individual income tax returns (Form 1040 and related Schedules A-E)</li><li>Prepare a limited number of business returns (approx. 5%)</li><li>Complete full-service bookkeeping, including account reconciliations and monthly Profit & Loss (P& L) statements, for 4–5 clients using QuickBooks</li><li>Manage data entry for insurance-related business as needed</li><li>Communicate with clients regarding missing information and filing status</li><li>Use Drake and QuickBooks daily</li></ul><p>Apply now or contact Dennis Brinkmann for immediate consideration - 925-271-4809</p>
<p>Are you an experienced Tax Preparer looking to join a dynamic team? Our company is seeking a detail-oriented professional with hands-on experience using Lacerte or CCH tax software.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare individual, corporate, partnership, and trust tax returns using Lacerte or CCH software.</li><li>Review financial records and documents to identify potential tax issues and opportunities.</li><li>Research federal, state, and local tax laws to ensure accurate tax compliance.</li><li>Communicate with clients regarding tax documents, deadlines, and preparation status.</li><li>Assist with tax planning and provide recommendations to clients.</li><li>Maintain confidentiality and compliance with company policies and industry regulations.</li></ul><p><br></p>
<p>We are seeking an experienced Bookkeeper & Tax Preparer to support our busy tax season. You will primarily handle individual tax returns, contribute to light business tax filings, and manage full-cycle bookkeeping for select clients. QuickBooks is a critical tool for day-to-day operations, so proficiency is a must.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare individual income tax returns (Form 1040 and related Schedules A-E)</li><li>Prepare a limited number of business returns (approx. 5%)</li><li>Complete full-service bookkeeping, including account reconciliations and monthly Profit & Loss (P& L) statements, for 4–5 clients using QuickBooks</li><li>Manage data entry for insurance-related business as needed</li><li>Communicate with clients regarding missing information and filing status</li><li>Use Drake and QuickBooks daily</li></ul><p>Apply now or contact Dennis Brinkmann for immediate consideration - 925-271-4809</p>
<p>We are looking for a skilled Tax Analyst to join our client's team on a seasonal fully remote contract basis. In this role, you will utilize your expertise in individual and property tax preparation to ensure accurate and timely filing. This position offers an excellent opportunity to contribute to the energy and natural resources industry while honing your tax-related skills.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and assist with federal, state, and local income tax returns, supporting schedules, and related documentation.</p><p>• Conduct thorough analysis of property and sales tax requirements to ensure compliance.</p><p>• Collaborate with clients and internal teams to address tax-related inquiries and provide solutions.</p><p>• Apply knowledge of ASC 740 to manage tax provisions and reporting.</p><p>• Stay updated on tax regulations and implement changes as necessary.</p><p>• Assist in resolving discrepancies and ensuring accurate documentation for tax filings.</p><p>• Prepare reports and summaries related to individual and property tax matters.</p><p>• Advise on tax strategies to optimize compliance and financial outcomes.</p><p>• Analyze and interpret tax data to support decision-making processes.</p><p>• Maintain confidentiality and professionalism in handling sensitive financial information.</p>
<p>We are seeking an experienced Tax Preparer for a temp-to-hire opportunity with a well-established firm. This role is ideal for a tax professional who enjoys hands-on preparation work, thrives during tax season, and is interested in transitioning into a long-term position.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and review individual (1040), partnership (1065), and corporate (1120/1120S) tax returns</li><li>Gather, organize, and analyze financial data and supporting documentation</li><li>Ensure compliance with federal, state, and local tax regulations</li><li>Identify potential tax savings and planning opportunities</li><li>Communicate with clients or internal stakeholders regarding tax questions and missing information</li><li>Assist with extensions, amended returns, and tax notices as needed</li><li>Maintain accurate workpapers and documentation</li></ul><p><br></p><p><br></p>
<p>We are seeking an experienced Tax Preparer for a contract opportunity with a local tax firm. This role is ideal for a tax professional who enjoys hands-on preparation work, thrives during tax season. </p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and review individual (1040), partnership (1065), and corporate (1120/1120S) tax returns</li><li>Gather, organize, and analyze financial data and supporting documentation</li><li>Ensure compliance with federal, state, and local tax regulations</li><li>Identify potential tax savings and planning opportunities</li><li>Communicate with clients or internal stakeholders regarding tax questions and missing information</li><li>Assist with extensions, amended returns, and tax notices as needed</li><li>Maintain accurate workpapers and documentation</li></ul><p><br></p><p><br></p>
<p>We are seeking a Tax Preparer for a temp-to-hire opportunity with a growing and well-established organization. This role is ideal for a tax professional who enjoys hands-on preparation work, thrives during tax season, and is interested in transitioning into a long-term position.</p><p><br></p><p>Key Responsibilities</p><p><br></p><ul><li>Prepare and review individual and business returns </li><li>Gather, organize, and analyze financial data and supporting documentation</li><li>Ensure compliance with federal, state, and local tax regulations</li><li>Identify potential tax savings and planning opportunities</li><li>Communicate with clients or internal stakeholders regarding tax questions and missing information</li><li>Assist with extensions, amended returns, and tax notices as needed</li><li>Maintain accurate workpapers and documentation</li></ul><p><br></p>
<p>We are looking for an experienced Tax Associate to join our team in Los Gatos, California. In this role, you will be responsible for preparing and reviewing individual tax returns while ensuring compliance with tax regulations. This position requires strong attention to detail and a thorough understanding of tax preparation processes.</p><p>This is a unique position for work life balance - max 40 hours in busy season, and a minimum of 6 hours outside of Tax season - which can be remote!</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual tax returns for accuracy and compliance with current tax laws.</p><p>• Ensure all tax documents and filings meet required deadlines and standards.</p><p>• Conduct in-depth analyses of financial data to identify tax-saving opportunities.</p><p>• Collaborate with clients to gather necessary financial information and address tax-related inquiries.</p><p>• Stay updated on changes in tax regulations and ensure compliance in all filings.</p><p>• Utilize Lacerte Tax Software to efficiently complete tax preparation tasks.</p><p>• Assist in resolving discrepancies or issues related to tax filings.</p><p>• Provide guidance and recommendations to clients for optimizing their tax situations.</p><p>• Maintain accurate records of all tax documents and correspondence.</p>
We are looking for an experienced Tax Preparer to join our team on a contract basis in Los Altos, California. In this role, you will be responsible for managing individual tax returns and ensuring compliance with all applicable regulations. The ideal candidate will have strong attention to detail and the ability to work independently while meeting deadlines in a fast-paced environment.<br><br>Responsibilities:<br>• Accurately input tax documents and client information into Lacerte tax software.<br>• Prepare individual tax returns (1040s) and, depending on expertise, some trust returns.<br>• Conduct initial reviews of tax files before finalizing them under the guidance of leadership.<br>• Organize and document all tax filings to ensure timely submission and compliance.<br>• Communicate with clients to address missing information as necessary, primarily through remote interactions.<br>• Safeguard sensitive financial data by maintaining strict confidentiality.<br>• Work efficiently within a paperless system to manage tax files and related documentation.
We are looking for an experienced Tax Preparer to join our team on a contract basis during the upcoming tax season. This role is based in Palo Alto, California, and offers an opportunity to contribute your expertise to a fast-paced environment. The position requires proficiency in tax preparation, computer literacy, and familiarity with relevant software tools.<br><br>Responsibilities:<br>• Prepare individual federal and California state income tax returns accurately and efficiently.<br>• Utilize Intuit Lacerte Tax software to process and file tax documents.<br>• Organize and manage incoming tax documents, ensuring all required forms are accounted for and properly categorized.<br>• Assist with the intake process for tax-related materials, identifying and compiling essential documentation.<br>• Apply detailed knowledge of Federal and California tax regulations to ensure compliance.<br>• Maintain organized records and documentation to streamline the preparation process.<br>• Use Thomson Reuters SurePrep software to enhance workflow and accuracy.<br>• Communicate effectively with clients and team members to address questions and clarify requirements.<br>• Manage workloads during peak tax season, ensuring punctual and precise delivery of services.
