<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 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><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>Finance Associate – Tax Focus</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Finance Associate</strong> with deep expertise in tax compliance and fund operations to join a high-performing finance team at a leading venture firm. This role offers exposure to emerging technologies and the opportunity to work closely with senior leadership on tax, audits, fund reporting, and strategic projects.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full tax compliance lifecycle for funds, GPs, and management entities.</li><li>Review tax returns, K-1s, foreign filings, and estimated tax calculations.</li><li>Conduct tax research and collaborate with advisors; validate tax positions and respond to investor inquiries.</li><li>Oversee quarterly NAV reporting and review financial statements prepared by administrators.</li><li>Support audits, valuations, capital calls, distributions, and accounts payable processes.</li><li>Lead ad-hoc tax research and finance-related projects to inform decision-making.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Work with a collaborative team in a dynamic, innovative environment.</li><li>Exposure to cutting-edge technologies and strategic initiatives.</li><li>Competitive compensation, bonus, and benefits package.</li></ul>
<p>Our company is seeking experienced Tax Preparers to join our team for tax season (All levels). This role focuses on preparing complex, high-volume federal and state income tax returns for high net worth individuals and families. Ideal candidates possess deep expertise with all individual tax schedules and forms, strong attention to detail, and the ability to thrive in a fast-paced seasonal environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Accurately prepare and review high volumes of individual federal and state tax returns, including high net worth clients.</li><li>Complete all relevant schedules (Schedule A, B, C, D, E, F, etc.) and forms as required by federal and state tax regulations.</li><li>Research and apply up-to-date tax laws to client situations, ensuring compliance and optimal results.</li><li>Gather client information, review source documents, and communicate effectively to clarify and resolve outstanding issues.</li><li>Identify tax savings opportunities and potential credits or deductions specific to high net worth taxpayers.</li><li>Assist clients with tax planning considerations and respond promptly to inquiries during tax season.</li><li>Maintain confidentiality of sensitive client data and adhere to professional ethical standards.</li><li>Utilize tax preparation software and document management systems efficiently.</li></ul><p><br></p>
<p>Our company is seeking experienced Tax Preparers to join our team for tax season (All levels). This role focuses on preparing complex, high-volume federal and state income tax returns for high net worth individuals and families. Ideal candidates possess deep expertise with all individual tax schedules and forms, strong attention to detail, and the ability to thrive in a fast-paced seasonal environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Accurately prepare and review high volumes of individual federal and state tax returns, including high net worth clients.</li><li>Complete all relevant schedules (Schedule A, B, C, D, E, F, etc.) and forms as required by federal and state tax regulations.</li><li>Research and apply up-to-date tax laws to client situations, ensuring compliance and optimal results.</li><li>Gather client information, review source documents, and communicate effectively to clarify and resolve outstanding issues.</li><li>Identify tax savings opportunities and potential credits or deductions specific to high net worth taxpayers.</li><li>Assist clients with tax planning considerations and respond promptly to inquiries during tax season.</li><li>Maintain confidentiality of sensitive client data and adhere to professional ethical standards.</li><li>Utilize tax preparation software and document management systems efficiently.</li></ul><p><br></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>
We are looking for a skilled and detail-oriented Tax Staff member to join our team in Dublin, California. This role involves preparing and reviewing tax returns, providing strategic planning, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax preparation and client engagement, contributing to the success of our organization.<br><br>Responsibilities:<br>• Prepare and review tax returns for individuals, businesses, trusts, and exempt organizations, ensuring accuracy and compliance.<br>• Conduct tax planning and research to address complex tax laws and regulations.<br>• Manage multiple client engagements while meeting deadlines and maintaining high-quality standards.<br>• Serve as the primary point of contact for clients and regulatory agencies, addressing tax-related inquiries and concerns.<br>• Demonstrate a comprehensive understanding of tax processes, ensuring efficient completion and adherence to guidelines.<br>• Stay updated on industry developments by participating in relevant educational programs.<br>• Provide technical expertise and support to clients using software tools such as QuickBooks and tax-specific applications.<br>• Collaborate with team members to optimize workflows and improve service delivery.<br>• Maintain organized records and documentation to support tax filings and audits.
<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>We are looking for a dedicated and detail-oriented Sr. Tax Associate to join our CPA firm located in the Novato/Petaluma area. This role offers an excellent balance between work and personal life, with flexible schedules and remote work options during tax season. As part of our team, you will handle diverse tax preparation and consulting projects for clients across industries such as real estate, restaurants, and manufacturing.</p><p><br></p><p>Responsibilities:</p><p>• Prepare tax returns for partnerships, small to medium-sized corporations, pass-through entities, and individuals (HNW).</p><p>• Conduct detailed tax research and planning to ensure compliance and optimize client outcomes.</p><p>• Collaborate with team members to deliver high-quality tax consulting services.</p><p>• Manage tax-related projects for clients in various industries, including real estate, restaurants, and manufacturing.</p><p>• Review financial data and documents to ensure accuracy and completeness before filing.</p><p>• Stay updated on current tax laws and regulations to provide informed guidance to clients.</p><p>• Assist with resolving tax-related issues and inquiries from clients.</p><p>• Develop and maintain strong client relationships through effective communication.</p><p>• Support the firm in achieving its goals by contributing to team efforts and sharing expertise.</p>
<p>We are looking for a dedicated Tax Preparer to join our team in San Francisco, California. As part of a boutique firm, you will play a key role in delivering accurate and timely tax preparation services to a diverse client base. This position offers an opportunity to work in a collaborative environment where your expertise and contributions will be highly valued. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li> Prepare individual, fiduciary, partnership, and corporate tax returns (Forms 1040, 1041, 1065, 1120, 1120S) with supporting workpapers.</li><li>Manage the full tax preparation process, including document intake, client communication, and detailed return preparation.</li><li>Perform quarterly tax calculations and assist with year-end tax planning.</li><li>Communicate with federal and state tax agencies as needed.</li><li>Conduct tax research to address complex issues and ensure compliance.</li><li>Demonstrate strong communication and interpersonal skills with a proactive approach to client management.</li><li>Maintain a professional presence and effectively engage with executive-level clients.</li><li>Apply solid tax knowledge to provide strategic guidance and best practice recommendations.</li><li>Proficient in Outlook, Adobe, Microsoft Office Suite, and QuickBooks (desktop and online).</li></ul>
<p>We are seeking a detail-oriented and dependable <strong>Seasonal Tax Administrator</strong> to support our tax team during the busy filing season. This role is ideal for someone with strong organizational skills and a background in administrative or financial services. You’ll assist with document management, client communications, data entry, and general support to ensure timely and accurate tax preparation. This is a Hybrid position, located out of Santa Rosa, CA. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Organize and manage incoming tax documents from clients.</li><li>Inputting from the client prepared organizers and/or information returns (W-2s, 1099s, 1098). </li><li>Assist with data entry into tax preparation software.</li><li>Maintain accurate records and filing systems (electronic and paper).</li><li>Communicate with clients to request missing information or clarify submissions.</li><li>Schedule appointments and manage calendars for tax professionals.</li><li>Prepare and send engagement letters and other client correspondence.</li><li>Monitor deadlines and assist with tracking progress of tax returns.</li><li>Provide general administrative support to the tax team.</li><li>Ensure confidentiality and security of sensitive financial information.</li></ul><p><br></p><p><strong>Qualifications:</strong></p><ul><li>High school diploma or equivalent; associate’s degree or higher preferred.</li><li>Prior experience in an administrative or financial services role.</li><li>Familiarity with tax documents (W-2s, 1099s, etc.) is a plus.</li><li>Proficiency in Microsoft Office Suite and document management systems.</li><li>Strong attention to detail and organizational skills.</li><li>Excellent communication and customer service abilities.</li><li>Ability to work independently and manage multiple priorities under tight deadlines.</li></ul><p><br></p><p><br></p>
We are looking for a skilled Tax Preparer to join our team on a long-term contract basis. This role involves preparing and filing tax returns for partnerships, trusts, and individuals, with a focus on real estate entities. The ideal candidate will bring expertise in tax compliance, strong organizational skills, and a detail-oriented approach to their work. This position is based in San Francisco, California, though remote candidates may also be considered.<br><br>Responsibilities:<br>• Prepare and file federal and state tax returns for partnerships, trusts, and individuals, with an emphasis on real estate entities.<br>• Utilize tax preparation software to perform accurate data entry and calculations.<br>• Manage and maintain fixed asset schedules, ideally with experience in Sage Intacct.<br>• Ensure compliance with tax regulations and reporting requirements.<br>• Collaborate with team members to provide support in meeting deadlines during peak tax seasons.<br>• Conduct thorough reviews of financial data to identify discrepancies and ensure accuracy.<br>• Stay updated on changes in tax laws and regulations affecting real estate businesses.<br>• Communicate effectively with clients and stakeholders to address tax-related inquiries and provide guidance.<br>• Assist in preparing documentation for audits or additional compliance reviews.<br>• Participate in meetings and discussions with senior management to provide insights on tax matters.
<p>We are seeking experienced <strong>Seasonal Tax Preparers</strong> to support a high-volume CPA firm in Saratoga for the upcoming 2025 tax season. This role is fully onsite and ideal for individuals who thrive in a fast-paced, deadline-driven environment and have hands-on experience preparing a variety of tax returns.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare individual (1040) and business tax returns (1120, 1120S, 1065, etc.)</li><li>Review financial information, supporting documents, and prior-year returns for accuracy and completeness</li><li>Identify potential tax credits and deductions to minimize client liability</li><li>Communicate with clients to gather missing information or clarify discrepancies</li><li>Ensure compliance with federal, state, and local tax regulations</li><li>Assist with extensions, amendments, and other seasonal tax tasks as needed</li><li>Maintain confidentiality and handle sensitive information with professionalism</li></ul><p><br></p>
<p>We are seeking experienced <strong>Seasonal Tax Preparers</strong> to support a high-volume CPA firm in Campbell for the upcoming 2025 tax season. This role is fully onsite and ideal for individuals who thrive in a fast-paced, deadline-driven environment and have hands-on experience preparing a variety of tax returns.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare individual (1040) and business tax returns (1120, 1120S, 1065, etc.)</li><li>Review financial information, supporting documents, and prior-year returns for accuracy and completeness</li><li>Identify potential tax credits and deductions to minimize client liability</li><li>Communicate with clients to gather missing information or clarify discrepancies</li><li>Ensure compliance with federal, state, and local tax regulations</li><li>Assist with extensions, amendments, and other seasonal tax tasks as needed</li><li>Maintain confidentiality and handle sensitive information with professionalism</li></ul><p><br></p>
<p>We are seeking experienced <strong>Seasonal Tax Preparers</strong> to support a high-volume CPA firm in San Jose for the upcoming 2025 tax season. This role is fully onsite and ideal for individuals who thrive in a fast-paced, deadline-driven environment and have hands-on experience preparing a variety of tax returns.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare individual (1040) and business tax returns (1120, 1120S, 1065, etc.)</li><li>Review financial information, supporting documents, and prior-year returns for accuracy and completeness</li><li>Identify potential tax credits and deductions to minimize client liability</li><li>Communicate with clients to gather missing information or clarify discrepancies</li><li>Ensure compliance with federal, state, and local tax regulations</li><li>Assist with extensions, amendments, and other seasonal tax tasks as needed</li><li>Maintain confidentiality and handle sensitive information with professionalism</li></ul><p><br></p>
<p>We are looking for a Senior Financial Reporting Analyst to join our team in Concord, California. This role is integral to maintaining accurate financial records and ensuring compliance with reporting standards. The ideal candidate will have strong analytical skills and a thorough understanding of accounting principles.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead preparation of recurring US GAAP and non-GAAP financial reports, ensuring accuracy and compliance with all accounting standards.</li><li>Maintain disclosure checklists and ensure adherence to GAAP and reporting requirements.</li><li>Monitor updates to accounting standards and assess potential impacts on financial statements.</li><li>Manage complex accounting for non-routine transactions, including business combinations, debt modifications, equity conversions, consolidations, and other special projects.</li><li>Conduct advanced accounting analyses related to goodwill impairment, reporting units, and non-controlling interests.</li><li>Collaborate with teams across accounting, finance, legal, audit, and IT to resolve technical accounting, revenue recognition, and reporting issues.</li><li>Oversee audit engagements, providing timely updates and supporting efficient completion of audit processes.</li><li>Coordinate with external auditors, supplying documentation and guidance throughout annual testing.</li><li>Assist with internal audit and SOX compliance initiatives.</li><li>Perform key month-end close duties, including journal entries and account reconciliations.</li><li>Support tax compliance by preparing documentation and coordinating with external advisors on federal, state, and local filings.</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>
<p>Robert Half Consulting is seeking a Full Charge Bookkeeper with strong GAAP knowledge, excellent communication skills, and a proactive, solution-oriented approach. If you thrive in account management, balance reconciliation, and crafting effective solutions, we want to hear from you!</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>· Oversee the entire bookkeeping process, including accounts payable, accounts receivable, and payroll functions.</p><p>· Manage the general ledger, reconcile accounts, and maintain accurate financial records.</p><p>· Prepare and analyze financial reports such as income statements, balance sheets, and cash flow statements.</p><p>· Assist with budgeting, forecasting, and other financial planning activities.</p><p>· Manage month-end and year-end close processes efficiently and on time.</p><p>· Ensure compliance with accounting policies, tax regulations, and internal controls.</p><p>· Provide support for audits by preparing relevant documentation and responding to auditor inquiries.</p><p>· Implement best practices to streamline and enhance financial processes.</p><p>· Collaborate with client teams to evaluate and address their unique bookkeeping and financial management needs</p>
<p>Robert Half Consulting is hiring a Full-Charge Bookkeeper to provide full-cycle accounting, reconciliations, and account management for our clients. We’re seeking a skilled professional with expertise in GAAP, strong communication skills, and a proactive, problem-solving attitude. If you excel at managing detailed bookkeeping and enjoy overcoming complex challenges, we’d love to hear from you!</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee the entire bookkeeping process, including accounts payable, accounts receivable, and payroll functions.</li><li>Manage the general ledger, reconcile accounts, and maintain accurate financial records.</li><li>Prepare and analyze financial reports such as income statements, balance sheets, and cash flow statements.</li><li>Assist with budgeting, forecasting, and other financial planning activities.</li><li>Manage month-end and year-end close processes efficiently and on time.</li><li>Ensure compliance with accounting policies, tax regulations, and internal controls.</li><li>Provide support for audits by preparing relevant documentation and responding to auditor inquiries.</li><li>Implement best practices to streamline and enhance financial processes.</li><li>Collaborate with client teams to evaluate and address their unique bookkeeping and financial management needs</li></ul>
<p>The Bookkeeper is responsible for:</p><p> </p><ul><li>Managing daily transactions, oversight of accounts and answers questions for the client. </li><li>This includes data input, vendor payments and ensuring accuracy of invoices or credits, client -family misc. payments of bills and expenses</li><li>Review of bank accounts and transactions/postings/credits/deposits and transfers, GL review, entries, reconciling accounts, credit card reconciliations, property taxes, review and oversight of budgets and monthly reports for client. </li><li>Providing information to client on transactions, transferring funds, communication with vendors and providing information as requested or to resolve discrepancies. </li><li>Proficiency with and use of QuickBooks and Excel is Required. </li></ul>
<p>Robert Half Management Resources is looking for an experienced ERC Tax Analyst to join our client on a contract basis, focusing on tax analysis and compliance within the healthcare industry. This role will primarily involve work related to the Employee Retention Tax Credit (ERC), ensuring accuracy and adherence to regulations. The position is fully remote and offers an excellent opportunity to contribute your expertise in a project-driven environment.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Conduct detailed reviews and analyses of tax data and documentation related to the Employee Retention Tax Credit.</p><p>• Prepare and assess amended tax returns and accompanying workpapers to ensure accuracy.</p><p>• Maintain organized and audit-ready files that comply with regulatory standards.</p><p>• Collaborate with internal finance and payroll teams, as well as external advisors, to address tax-related inquiries.</p><p>• Ensure compliance with all applicable requirements and regulations related to ERC.</p><p>• Utilize advanced Excel skills to analyze large datasets and payroll tax documentation.</p><p>• Provide insights and recommendations to improve processes and support project goals.</p><p>• Monitor changes in tax regulations and integrate updates into project workflows.</p>
We are looking for a skilled Tax Preparer to join our team in Milpitas, California. This long-term contract position focuses on preparing accurate individual and business tax returns while ensuring compliance with federal and state regulations. The ideal candidate will have a solid background in tax preparation, proficiency with Intuit Lacerte, and a commitment to delivering high-quality work in a client-focused environment.<br><br>Responsibilities:<br>• Prepare and review individual and business tax returns, including forms 1040, 1120, 1120S, and 1065.<br>• Analyze financial data to ensure compliance with tax laws and regulations.<br>• Communicate with clients to address missing information, clarify discrepancies, and answer questions.<br>• Conduct tax research to stay updated on changes and apply them effectively.<br>• Maintain organized and thorough documentation for all tax filings.<br>• Collaborate with team members to meet deadlines and deliver accurate results.<br>• Safeguard client information by adhering to confidentiality protocols.<br>• Provide support during peak filing periods to manage a high volume of returns.<br>• Identify opportunities for tax savings and offer recommendations to clients.<br>• Ensure timely submission of all tax documents while maintaining accuracy.
We are looking for an experienced Tax Preparer to join our team on a long-term contract basis in San Jose, California. In this role, you will focus on preparing individual tax returns and ensuring compliance with tax regulations. If you have strong expertise in tax preparation and a keen eye for detail, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare and review individual tax returns with accuracy and efficiency.<br>• Ensure compliance with federal, state, and local tax regulations.<br>• Utilize Lacerte Tax Software to streamline tax preparation processes.<br>• Analyze financial data to identify potential tax-saving opportunities.<br>• Provide clients with clear and thorough tax advice and guidance.<br>• Maintain up-to-date knowledge of tax laws and changes in regulations.<br>• Collaborate with team members to meet deadlines and deliver high-quality work.<br>• Address and resolve client inquiries related to tax matters.<br>• Organize and maintain detailed records for all tax-related documents.
We are looking for a skilled Tax Preparer to join our team on a long-term contract basis in Fremont, California. In this role, you will provide expert tax preparation services to individuals and businesses, ensuring compliance with all relevant laws and regulations. If you have a strong background in tax preparation and a commitment to delivering exceptional client service, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare and file accurate tax returns for individuals and businesses using advanced tax software.<br>• Meet with clients in person to discuss their financial situations and address any tax-related concerns.<br>• Analyze financial documents and records to verify compliance with current tax laws.<br>• Identify opportunities for tax savings, including deductions, credits, and exemptions.<br>• Respond to client inquiries and provide clear guidance on tax matters.<br>• Maintain current knowledge of tax regulations and apply them effectively in your work.<br>• Deliver outstanding customer service by resolving client issues promptly and professionally.<br>• Ensure all documentation is complete, accurate, and filed in a timely manner.
