Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect! Senior Tax Preparer Role OverviewThe Senior Tax Preparer plays a critical role in assisting high-net-worth clients with diverse tax needs and strategies. This position focuses on tax preparation during tax season and supports tax planning and business development throughout the year. The ideal candidate is an Enrolled Agent (EA) or tax-focused CPA with strong technical skills and the confidence to work independently in a client-facing capacity. Key Responsibilities<ul><li>Lead preparation of individual tax returns (primarily Form 1040); experience with 1041 and 1065 is a plus</li><li>Liaise directly with clients to collect documentation and ensure a smooth tax return process</li><li>Prepare tax analyses and projections, including estimated tax payments</li><li>Explain tax issues to clients and ensure compliance with obligations</li><li>Stay current on tax laws and optimize client strategies for short- and long-term goals</li><li>Provide internal guidance to wealth advisors on tax-related matters</li><li>Familiarity with estate and gift tax planning is highly desirable</li><li>California return experience required; multi-state exposure preferred</li></ul>Benefits & Perks<ul><li>Medical, dental, vision, life, and disability insurance</li><li>Health savings account option</li><li>Wellness allowance ($75 monthly)</li><li>401(k) with employer match</li><li>Commuter benefits</li><li>Paid parental leave (up to 12 weeks at 100% salary)</li><li>Tuition reimbursement and learning stipend</li><li>Volunteer PTO and donation matching</li><li>Birthday PTO and monthly cell phone allowance</li></ul>

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. Qualifications<ul><li>Minimum 3+ years of tax preparation experience (EA preferred; CPA considered)</li><li>Proficiency with Lacerte software (required)</li><li>Strong communication skills and experience working with high-net-worth clients</li><li>Knowledge of advanced tax planning strategies (e.g., 1031 exchanges, QSBS, Opportunity Zones, charitable giving, stock compensation, Roth conversions)</li><li>Detail-oriented, organized, and tech-savvy</li></ul>Preferred Skills<ul><li>Tax planning and client-facing experience</li><li>Familiarity with estate and gift tax planning</li><li>Ability to work independently and manage multiple priorities</li></ul>

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. <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. 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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 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>.

San Francisco, CA
onsite
Permanent
100000.00 - 115000.00 USD / Yearly
Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect! Senior Tax Preparer Role OverviewThe Senior Tax Preparer plays a critical role in assisting high-net-worth clients with diverse tax needs and strategies. This position focuses on tax preparation during tax season and supports tax planning and business development throughout the year. The ideal candidate is an Enrolled Agent (EA) or tax-focused CPA with strong technical skills and the confidence to work independently in a client-facing capacity. Key Responsibilities<ul><li>Lead preparation of individual tax returns (primarily Form 1040); experience with 1041 and 1065 is a plus</li><li>Liaise directly with clients to collect documentation and ensure a smooth tax return process</li><li>Prepare tax analyses and projections, including estimated tax payments</li><li>Explain tax issues to clients and ensure compliance with obligations</li><li>Stay current on tax laws and optimize client strategies for short- and long-term goals</li><li>Provide internal guidance to wealth advisors on tax-related matters</li><li>Familiarity with estate and gift tax planning is highly desirable</li><li>California return experience required; multi-state exposure preferred</li></ul>Benefits & Perks<ul><li>Medical, dental, vision, life, and disability insurance</li><li>Health savings account option</li><li>Wellness allowance ($75 monthly)</li><li>401(k) with employer match</li><li>Commuter benefits</li><li>Paid parental leave (up to 12 weeks at 100% salary)</li><li>Tuition reimbursement and learning stipend</li><li>Volunteer PTO and donation matching</li><li>Birthday PTO and monthly cell phone allowance</li></ul>
2025-12-05T16:18:34Z