We are looking for a Tax Preparer to support the accurate and timely completion of individual tax filings for clients in Oradell, New Jersey. This is a Long-term Contract position suited for someone who can manage tax documentation, interpret filing requirements, and deliver dependable service throughout the tax cycle. The ideal candidate brings hands-on experience preparing personal returns and is comfortable using Lacerte Tax Software to maintain accuracy and efficiency.<br><br>Responsibilities:<br>• Prepare and review individual income tax returns with close attention to accuracy, completeness, and applicable regulations.<br>• Gather, organize, and assess client financial records to ensure all relevant tax information is properly documented.<br>• Identify deductions, credits, and filing considerations that apply to each client’s tax situation.<br>• Use Lacerte Tax Software to enter tax data, generate returns, and support an efficient preparation process.<br>• Communicate with clients to clarify missing details, resolve discrepancies, and obtain supporting documentation when needed.<br>• Monitor filing deadlines and coordinate workload to help ensure returns are completed and submitted on time.<br>• Maintain organized tax files and supporting records in accordance with internal documentation standards.<br>• Stay informed on changes in individual tax rules and apply current requirements during return preparation.
<p>We're partnering with a growing organization seeking an experienced tax professional who can navigate complex tax situations, identify opportunities, and provide confidence to clients and stakeholders. This role is designed for someone who enjoys digging into details, interpreting changing regulations, and turning tax complexity into clear solutions.</p><p><br></p><p>This is not an entry-level compliance role. We're looking for a seasoned professional who can leverage years of tax experience to make meaningful contributions from day one.</p><p><br></p><p>What You'll Own: </p><p>Rather than simply processing returns, you'll be the person evaluating situations, identifying risks, and ensuring clients remain compliant while maximizing available tax advantages.</p><p><br></p><p>Your work may include:</p><ul><li>Preparing and reviewing complex individual and business tax returns</li><li>Researching tax law changes and applying them to client situations</li><li>Analyzing financial information for accuracy and completeness</li><li>Identifying tax-saving opportunities and planning strategies</li><li>Advising clients on tax implications of financial decisions</li><li>Responding to IRS and state notices</li><li>Assisting with audits and regulatory inquiries</li><li>Managing multiple engagements and filing deadlines</li><li>Reviewing workpapers and supporting schedules</li><li>Developing strong working relationships with clients and internal teams</li></ul><p><br></p>
<p>We are looking for a Tax Preparer to join a tax service team on a contract to hire basis. In this role, you will support the tax preparation process by organizing client information, entering financial details accurately, and helping maintain steady workflow during busy filing periods. This opportunity is well suited for someone who values accuracy, handles confidential records responsibly, and communicates effectively with both clients and internal staff.</p><p><br></p><p>Responsibilities:</p><p>• Gather and organize client tax records, financial statements, and related documentation to support timely return preparation.</p><p>• Enter tax and financial information into preparation software with a high level of accuracy and consistency.</p><p>• Assist with the preparation of individual and business tax filings by compiling required data and supporting documentation.</p><p>• Examine submitted materials for completeness and contact clients when additional information or clarification is needed.</p><p>• Monitor key filing timelines and help the team stay on track during peak tax season demands.</p><p>• Maintain orderly electronic and physical records to ensure documents are accessible, secure, and up to date.</p><p>• Provide clients with status updates and respond to routine document requests in a thorough manner.</p><p>• Support day-to-day administrative tasks such as scheduling, scanning, filing, and document management.</p>
We are looking for a Tax Preparer to support individual income tax engagements in California. This Long-term Contract opportunity is ideal for someone who can manage returns accurately, communicate clearly with clients, and maintain high standards of compliance throughout the filing process. The role focuses on preparing personal tax documents, reviewing financial information for completeness, and using tax software to deliver timely, reliable results.<br><br>Responsibilities:<br>• Prepare individual income tax returns by analyzing client financial records, tax documents, and supporting information for accuracy and completeness.<br>• Review source materials such as wage statements, investment summaries, and deduction documentation to identify filing needs and potential issues.<br>• Enter and validate tax data in Lacerte Tax Software while maintaining organized records and minimizing preparation errors.<br>• Communicate with clients to request missing information, clarify financial details, and explain documentation requirements during the filing process.<br>• Verify completed returns for compliance with applicable tax rules before submission and resolve discrepancies when they arise.<br>• Maintain confidentiality of sensitive financial and personal information in accordance with regulatory and workplace standards.<br>• Track filing deadlines and workload priorities to ensure returns are completed within expected timeframes.<br>• Support follow-up activities related to submitted returns, including responding to questions and updating records as needed.
<p>We are seeking a detail-oriented and experienced Tax Preparer to join our growing team. This role will be responsible for preparing a variety of tax returns, including Individual (1040), S Corporation (1120-S), Partnership (1065), and Trust/Estate (1041) returns. The ideal candidate thrives in a client-focused environment, enjoys solving complex tax issues, and is committed to delivering accurate and timely work.</p><p>Key Responsibilities</p><ul><li>Prepare and review federal and state tax returns for:</li><li>Individuals (Form 1040)</li><li>Partnerships (Form 1065)</li><li>S Corporations (Form 1120-S)</li><li>Trusts and Estates (Form 1041)</li><li>Gather and analyze client financial information and supporting documentation.</li><li>Identify tax planning opportunities and communicate recommendations to clients.</li><li>Research tax issues and apply relevant federal and state tax regulations.</li><li>Respond to client inquiries and provide exceptional customer service.</li><li>Assist clients in resolving tax notices and correspondence from taxing authorities.</li><li>Ensure compliance with filing deadlines and regulatory requirements.</li><li>Maintain organized and accurate client records and workpapers.</li><li>Collaborate with team members to improve processes and client service delivery.</li></ul><p><br></p>
<p>A well-established tax firm is seeking an experienced <strong>Tax Preparer</strong> to provide immediate support as the October 15 tax filing deadline approaches. This is an excellent opportunity for a tax professional who can quickly step in, manage a high volume of returns, and potentially return for the 2027 tax season.</p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and review individual and business tax returns, primarily supporting the October 15 extended filing deadline.</li><li>Organize and review client tax documents for completeness and accuracy.</li><li>Enter and process tax data efficiently while ensuring compliance with applicable tax regulations.</li><li>Identify missing information, discrepancies, and potential tax issues.</li><li>Communicate with clients and internal team members regarding outstanding documentation and questions.</li><li>Assist with finalizing returns and meeting strict filing deadlines.</li><li>Maintain accurate and confidential client records.</li></ul><p><br></p>
<p>The Tax Preparer is responsible for preparing accurate individual, corporate, partnership, and trust tax returns using Lacerte tax software. This role reviews client financial documents, applies current tax laws, identifies deductions and credits, and ensures timely filing in compliance with federal, state, and local regulations. The Tax Preparer may also communicate with clients to gather missing information, answer tax-related questions, and support tax planning and compliance efforts.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare federal, state, and local tax returns using Lacerte tax software</li><li>Review client financial records, including W2s, 1099s, K-1s, brokerage statements, and business financials</li><li>Analyze tax documents for completeness and accuracy</li><li>Identify eligible deductions, credits, and tax-saving opportunities</li><li>Ensure compliance with current tax regulations and filing requirements</li><li>Organize and maintain client tax files and supporting documentation</li><li>Communicate with clients to request missing information and clarify tax matters</li><li>Assist with tax notices, amended returns, and other follow-up items as needed</li><li>Meet filing deadlines and manage multiple returns during busy tax seasons</li><li>Stay current on tax law changes and software updates</li></ul>
We are looking for an experienced Tax Preparer to support a busy firm during the tax extension season in Pasadena, California. This is an onsite Contract position focused on preparing accurate filings for individuals and small businesses while helping the team meet critical deadlines. The ideal candidate brings hands-on experience with Lacerte and can manage client information with professionalism, accuracy, and discretion.<br><br>Responsibilities:<br>• Prepare and examine federal and state tax returns for individual filers and small business entities, including corporations, S corporations, and partnerships, using Lacerte Tax Software.<br>• Collect, organize, and assess financial records and tax documents to ensure complete and accurate return preparation.<br>• Follow up with clients to obtain missing information, resolve inconsistencies, and answer questions related to tax documentation.<br>• Review completed filings for accuracy, compliance, and adherence to current tax rules before submission.<br>• Safeguard sensitive financial data while maintaining compliance with firm standards and applicable regulations.<br>• Partner with fellow tax professionals and firm leadership to manage workload effectively and deliver returns within required timelines.
<p>For consideration, please reach out to <strong>Jennifer Lavoie </strong>as soon as possible, ensure to include your most current resume when you apply. <em><u>Connect with me on LinkedIn</u></em> at Jennifer Lavoie.</p><p><br></p><p>If you are currently working with a Robert Half recruiter, please reach out to them.</p><p><br></p><p>We are looking for a motivated and detail-oriented Tax Preparer to join our client's team in Montpelier, Vermont. This position offers the opportunity to develop your skills in a supportive environment while working closely with experienced professionals. As a vital member of our small firm, you will play a key role in delivering high-quality tax services and building lasting relationships with clients. This role can be Hybrid with 2-3 days in the office after training for someone with 0-1 year of experience. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare individual, nonprofit, and fiduciary tax returns with precision and adherence to regulations.</p><p>• Assist in tax planning processes, including extensions and projections, to support client needs.</p><p>• Organize and manage client documents through scanning, autoflow, and digital filing systems.</p><p>• Generate financial reports and perform basic accounting tasks using QuickBooks Desktop and Online.</p><p>• Provide administrative support to ensure smooth operations and timely completion of tasks.</p><p><br></p><p><strong>The company offers Unlimited PTO and 100% paid benefits for an individual!!!</strong></p>
<p>Tax preparation isn't just about completing returns. It's about helping individuals and businesses navigate complex tax situations, identify opportunities, minimize risk, and make informed financial decisions.</p><p><br></p><p>We're seeking a seasoned Tax Preparer who thrives in a fast-paced environment and enjoys solving complex tax challenges. This role is ideal for someone who has developed a strong technical foundation, enjoys working directly with clients, and takes pride in delivering accurate, high-quality work.</p><p><br></p><p>Whether you're reviewing multi-state returns, researching tax regulations, or advising clients on planning opportunities, you'll serve as a trusted resource and play a critical role in the success of the firm and its clients.</p><p><br></p><p>What Will Your Days Look Like?</p><p>One day you may be preparing and reviewing complex individual tax returns. The next, you may be helping a business owner understand the tax implications of a major financial decision.</p><p><br></p><p>Typical responsibilities include:</p><ul><li>Preparing and reviewing individual, partnership, corporate, trust, and S-Corporation tax returns</li><li>Researching federal, state, and local tax regulations</li><li>Identifying tax savings opportunities and planning strategies</li><li>Gathering, reviewing, and analyzing client financial information</li><li>Managing multiple client engagements and tax deadlines</li><li>Responding to client questions and providing tax guidance</li><li>Assisting with tax projections and planning throughout the year</li><li>Reviewing financial statements and supporting documentation</li><li>Supporting clients during audits and responding to tax notices</li><li>Staying current on ever-changing tax laws and compliance requirements</li><li>Collaborating with CPAs, accountants, and firm leadership</li></ul>
We are looking for a Tax Preparer to support individual tax filing needs for a Long-term Contract position based in Eagan, Minnesota. This opportunity is ideal for someone who can manage tax return preparation accurately, communicate clearly with clients, and work efficiently during high-volume periods. The role focuses on preparing individual returns, reviewing financial information, and using tax software to deliver timely and compliant filings.<br><br>Responsibilities:<br>• Prepare individual income tax returns by analyzing client-provided financial records, deductions, and supporting documentation.<br>• Review tax documents for completeness and accuracy to help ensure compliant and timely filings.<br>• Gather and organize information from clients to clarify missing items, resolve discrepancies, and support accurate return preparation.<br>• Use tax software to enter tax data, calculate liabilities or refunds, and finalize returns for submission.<br>• Apply current tax rules and guidelines when preparing returns and identifying eligible credits or deductions.<br>• Maintain clear and thorough records of tax files, client communications, and supporting documentation.<br>• Respond to client questions regarding return details, filing requirements, and requested tax information.<br>• Assist with managing multiple returns and deadlines during peak tax season while maintaining a high standard of accuracy.
We are looking for a Tax Preparer to support accurate and compliant tax reporting for clients in Texas. This role focuses on preparing filings, reviewing financial information, and helping resolve complex tax matters while identifying opportunities for lawful tax savings. The ideal candidate brings strong knowledge of individual tax preparation, sound judgment, and the ability to stay current with changing tax regulations and industry practices.<br><br>Responsibilities:<br>• Prepare quarterly and annual tax filings, supporting schedules, payment records, and related reports with a high degree of accuracy.<br>• Review tax data to detect filing issues, research complex matters, and develop practical solutions to resolve discrepancies.<br>• Evaluate financial information to identify legitimate tax-saving opportunities and recommend approaches that may improve overall profitability.<br>• Ensure compliance with applicable federal, state, and local tax requirements by maintaining thorough and timely documentation.<br>• Provide guidance to leadership and clients on the tax impact of business decisions, regulatory updates, and planning strategies.<br>• Oversee and coordinate work completed by external tax service providers to confirm quality, accuracy, and timeliness.<br>• Maintain organized tax records and update internal tax databases to support efficient reporting and audit readiness.<br>• Monitor changes in tax law and industry developments through ongoing education, industry associations, and relevant publications.
We are looking for a skilled Tax Preparer to support individuals and small businesses in Arroyo Grande, California with accurate, timely tax filing and financial review. This seasonal opportunity is ideal for someone who brings strong technical expertise, works independently with precision, and communicates clearly with clients and colleagues. The position may also offer continued work beyond the peak tax season for the right candidate.<br><br>Responsibilities:<br>• Prepare and examine personal, business, and corporate tax filings using tax and accounting platforms such as UltraTax, SurePrep, and QuickBooks.<br>• Review financial records, including profit and loss statements, balance sheets, and bookkeeping documentation, to confirm completeness and accuracy before submission.<br>• Interpret current tax rules and apply updated regulations to help ensure compliant and well-supported returns.<br>• Evaluate client financial information to identify potential tax advantages, efficiencies, or areas that may need correction.<br>• Respond to client questions in a timely, courteous manner while providing dependable support throughout the tax preparation process.<br>• Partner with colleagues to resolve more advanced tax matters and contribute to accurate outcomes on complex engagements.
<p>The benefits include healthcare, dental, and vision, flexible hours and closed on Fridays except for tax season.</p><p><br></p><p>A specialized tax preparation firm in the Woodbridge area seeks a Tax Accountant to handle the review of individual (1040) tax returns. This opportunity is unique because the Tax Accountant can work flexible hours four days per week with Fridays off for nine months out of the year. The firm is closed on Fridays except for tax season. If you have a strong individual (1040) background, you qualify. Some corporate tax is ideal but not required. To apply email a resume in a Word format to Robert Half. Or call Rich Singer, CPA at 848-202-7970. Salary is open depending on experience.</p><p><br></p>
<p>We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul><p><br></p>
<p><strong>Benefits:</strong></p><ul><li>401(k) </li><li>Health insurance</li><li>Flexible schedule</li><li>Paid time off</li><li>Referral program</li></ul><p><strong>Responsibilities:</strong></p><ul><li>Prepare and review federal, state, and local tax returns for individuals, partnerships, and corporations</li><li>Ensure accurate and timely tax filings in compliance with regulations</li><li>Perform tax research and stay current on changing tax laws</li><li>Assist with tax planning strategies and identify opportunities for savings</li><li>Prepare quarterly and annual tax provisions</li><li>Reconcile tax accounts and support financial reporting processes</li></ul><p><br></p>
<p>We are seeking a detail-oriented Tax Accountant to support corporate tax compliance and reporting activities. This role is responsible for preparing and filing a variety of tax returns, reviewing transactions for proper tax treatment, assisting with tax research, and helping maintain compliance with federal, state, and local tax regulations. The ideal candidate brings a strong understanding of multistate tax requirements, a high level of accuracy, and the ability to work collaboratively across departments to resolve tax-related questions and issues. If you or someone you know is interested in this Tax Accountant opportunity and come with 2+ years of tax experience, please contact Melissa Valenzuela at 816-601-1192 for further details! </p><p><br></p><p>Key Responsibilities:</p><ul><li>Complete and file sales and use, income, and property tax returns across multiple U.S. jurisdictions. </li><li>Review financial and operational transactions to determine appropriate tax treatment. </li><li>Research tax rules and interpret changing regulations to support compliance efforts. </li><li>Respond to notices, inquiries, and other correspondence from tax authorities. </li><li>Reconcile tax accounts, investigate discrepancies, and resolve outstanding items. </li><li>Provide internal support to business partners regarding tax questions and day-to-day compliance matters.</li><li>Assist with audits and help gather documentation requested by taxing jurisdictions. </li><li>Contribute to process improvements, training, and team initiatives that strengthen technical capabilities and service levels. </li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced Tax Manager to join a public accounting team in Appleton, Wisconsin. This position focuses on delivering accurate individual tax services while contributing to long-term planning strategies for clients. The role also offers the opportunity to review completed filings, provide technical guidance, and support bookkeeping-related tax work using QuickBooks.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate individual income tax returns in compliance with current tax regulations and filing requirements.</p><p>• Examine completed tax filings, verify supporting details, and approve returns with a strong focus on quality and accuracy.</p><p>• Partner with colleagues to develop multi-year tax planning approaches that align with client financial goals.</p><p>• Analyze tax documents and financial records to identify reporting issues, planning opportunities, and areas requiring follow-up.</p><p>• Use QuickBooks to support tax-related bookkeeping activities and maintain organized financial information for return preparation.</p><p>• Communicate with internal team members and clients to gather documentation, clarify tax positions, and resolve outstanding questions.</p>
<p>We are seeking a motivated, detail-oriented Staff Accountant / Tax Preparer to join a growing tax and accounting practice. This role is ideal for someone who has experience working in a busy tax office and is looking for an opportunity to continue building their skills in a fast-paced, hands-on environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and assist with individual, corporate, partnership, and estate tax returns</li><li>Assemble, organize, and review client documents in preparation for tax return completion</li><li>Gather and summarize financial information, including bank statements, receipts, and supporting documentation</li><li>Assist with preparation of financial statements, account reconciliations, and balance sheet analysis</li><li>Support bookkeeping and accounting functions using double-entry accounting principles</li><li>Prepare or help gather information needed for business tax returns, with an immediate focus on corporate/business return support</li><li>Analyze financial data and prepare detailed reports for internal use or client deliverables</li><li>Communicate clearly with clients and team members in person, by phone, and via email</li><li>Provide excellent customer service and maintain professionalism in high-pressure situations</li><li>Build and develop client relationships over time, with the potential to take on and grow a client base</li></ul><p>Qualifications</p><ul><li>2+ years of tax preparation experience required</li><li>Experience in a fast-paced tax office strongly preferred</li><li>Strong knowledge of individual and business tax preparation</li><li>Familiarity with corporate tax returns and comfort working with business clients is required</li><li>Understanding of accounting principles, including double-entry bookkeeping, debits, and credits</li><li>Experience preparing financials or gathering information needed to prepare financial statements</li><li>Proficiency with QuickBooks Desktop and QuickBooks Online</li><li>Experience with ProSeries tax software strongly preferred</li><li>Strong skills in Microsoft Office, including Excel, Word, and Outlook/email platforms</li><li>Excellent analytical, organizational, and communication skills</li><li>Ability to manage multiple priorities and work effectively in a demanding environment</li><li>CTEC preferred; EA is a plus, though not required</li></ul><p>For immediate consideration, contact Robert Half at 209-232-1991.</p>
<p><strong>Tax Manager – High-Net-Worth Individuals & Trusts | Reston, VA (Hybrid 3 days onsite) | $130-180K+Bonus</strong></p><p>Are you a seasoned <strong>Tax Manager</strong> with deep expertise in <strong>high-net-worth individual and trust taxation</strong>? We are seeking a polished, client-focused tax professional to join a respected and growing wealth management and advisory firm that delivers integrated tax, financial planning, and investment solutions to affluent individuals, executives, families, and institutional clients. This is an outstanding opportunity for a CPA who enjoys both technical tax leadership and meaningful collaboration with financial planners and advisors. The role offers a blend of <strong>tax review, planning, research, mentoring, and strategic advisory work</strong> in a high-touch, relationship-driven environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a key <strong>technical tax resource</strong> for the firm</li><li>Review and assist in the preparation of <strong>individual and trust income tax returns </strong></li><li>Partner with financial planners on the tax strategy component of comprehensive financial plans</li><li>Support <strong>tax projections</strong>, tax modeling, and ad hoc research requests</li><li>Calculate <strong>quarterly estimated tax payments</strong> for clients as needed</li><li>Research and apply tax law, IRS guidance, and support return positions</li><li>Assist with responses to <strong>tax notices and examinations</strong></li><li>Help train and guide <strong>seasonal tax preparers</strong></li><li>Prepare and deliver educational content for staff and clients on new tax legislation, planning strategies, and practice issues</li><li>Contribute to special projects and strategic initiatives requested by leadership</li></ul><p><strong>Why This Role</strong></p><p>This position is ideal for a tax professional who wants to be more than a return reviewer. You’ll work alongside experienced advisors, contribute directly to sophisticated planning strategies, and play an important role in helping clients navigate complex tax matters with confidence.</p><p>You’ll join a collaborative, high-caliber team in a culture that values expertise, partnership, and exceptional client service. The role also offers a <strong>hybrid schedule</strong>, strong benefits, a <strong>401(k)</strong>, competitive compensation, and an engaging work environment.</p><p>If you’re looking for a leadership-oriented tax role with visibility, variety, and the opportunity to make a real impact, we encourage you to apply.</p>
<p><strong>Tax Manager| Hybrid | Western MA</strong></p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact</strong>: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference</strong>: SF0013444108</p><p><br></p><p>A rapidly growing multi-state organization is seeking a Tax Manager to lead and improve its tax function. This is a newly created role due to continued expansion! This position will play a key role in centralizing tax processes, improving compliance infrastructure, supporting audits, and partnering cross-functionally with accounting, finance, and operations leadership.</p><p><br></p><p><strong>Main Responsibilities</strong></p><ul><li>Manage multi-state sales & use tax compliance, filings, and payments</li><li>Oversee property tax filings, assessments, and related compliance</li><li>Lead IFTA reporting, filings, and reconciliations</li><li>Support Canadian indirect tax compliance </li><li>Research tax regulations and monitor nexus across jurisdictions</li><li>Lead audit support and respond to notices from tax authorities</li><li>Improve tax processes, controls, and systems</li><li>Partner with accounting and operations teams on tax treatment and compliance matters</li><li>Support tax technology enhancements and process automation initiatives</li><li>Identify opportunities for process improvements and risk mitigation</li></ul><p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree in Accounting or related field</li><li>5+ years of corporate tax or public accounting experience with strong indirect tax focus</li><li>Experience with sales & use tax, property tax, and multi-state compliance</li><li>CPA or MST preferred</li><li>Strong analytical, communication, and organizational skills</li></ul><p><strong>Why This Opportunity?</strong></p><ul><li>Newly created, high-impact role</li><li>Rapidly growing organization through acquisitions and expansion</li><li>Opportunity to build and improve processes</li><li>Strong leadership visibility</li><li>Excellent benefits and modern office environment</li><li>Hybrid flexibility</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013444108</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
<p><em>The salary range for this hybrid position is $150,000-$155,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Oversee tax compliance processes to ensure adherence to local, state, and federal regulations.</p><p>• Manage annual income tax provisions and provide strategic recommendations for tax efficiency.</p><p>• Utilize advanced accounting software systems, including CaseWare and CCH ProSystem Fx, to streamline operations.</p><p>• Coordinate auditing processes and ensure thorough reviews of financial statements.</p><p>• Lead efforts in entity formation, guiding clients through tax-related implications.</p><p>• Provide expertise in handling sales tax compliance and reporting.</p><p>• Collaborate with clients to develop tailored tax strategies and address specific financial challenges.</p><p>• Supervise and mentor team members, fostering attention to detail and maintaining high performance standards.</p><p>• Identify opportunities to improve tax processes and implement solutions to enhance accuracy and efficiency.</p><p>• Stay updated on evolving tax laws and regulations to ensure proactive compliance.</p>
<p>We're partnering with a large investment firm whose got a rare opening working directly for the CFO in a hands on Tax Management role. This person will serve as a key tax subject matter expert supporting the organization’s partnership, corporate, and individual K-1 reporting obligations. This is an ideal opportunity for a tax professional who enjoys being deeply involved in the work, improving process flow, and operating as a senior individual contributor rather than managing a team.</p><p><em>For immediate consideration send resumes directly to Jennifer.Beilin@Roberthalf</em></p><p><strong> </strong></p><p><strong>The Impact You’ll Make </strong></p><ul><li>Lead the tax compliance process across partnerships, corporate entities, and individual K-1 reporting</li><li>Ensure accurate and timely preparation, review, and delivery of tax filings and investor reporting</li><li>Partner with internal stakeholders and external advisors to support tax compliance and planning initiatives</li><li>Help drive process improvements, strengthen controls, and create efficiencies across the tax function</li><li>Stay ahead of tax law and regulatory changes impacting investment structures and reporting requirements</li><li>Support special projects and strategic tax matters in close partnership with the CFO</li></ul><p><br></p><p><strong>Why This Role</strong></p><ul><li>Direct exposure to the <strong>CFO</strong></li><li>High-impact, visible role within a large investment firm</li><li>Opportunity to own and improve important tax processes</li><li>Strong fit for a technically strong, detail-oriented tax professional seeking a strategic individual contributor position</li></ul><p><br></p><p><strong>What You'll Bring to the table: </strong></p><ul><li>5+ years of recent, directly relevant tax experience</li><li>Strong technical expertise in partnership tax, corporate tax, and individual tax reporting</li><li>Deep experience with Schedule K-1s</li><li>Background in investment management, private equity, hedge funds, asset management, or a related financial services environment</li><li>Ability to work independently, manage multiple deadlines, and thrive in a complex, fast-paced setting</li></ul><p><br></p><p><strong>High Preference for anyone with: </strong></p><ul><li>CPA preferred</li><li>Master’s in Taxation preferred</li><li>Big 4 training/foundation highly valued</li></ul>
We are looking for an experienced Tax Manager to join a public accounting team in California. This role is suited for someone who can oversee a varied client portfolio, deliver accurate tax work across multiple entity types, and build trusted client relationships through clear guidance. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to manage competing priorities in a deadline-driven environment.<br><br>Responsibilities:<br>• Oversee the preparation and review of tax filings for corporations, partnerships, individuals, and estates while maintaining accuracy and compliance.<br>• Manage multiple client engagements at once, establishing priorities, monitoring timelines, and ensuring responsive, high-quality service.<br>• Provide practical tax guidance to clients by explaining complex regulations in a clear and approachable manner.<br>• Conduct technical research on tax matters and apply findings to support planning, reporting, and compliance needs.<br>• Prepare and review annual income tax provisions and federal tax returns for a range of business and individual clients.<br>• Support matters related to entity formation and advise clients on tax considerations connected to organizational structure.<br>• Use industry-standard tools and software, including Microsoft Office, QuickBooks, and tax preparation platforms such as Lacerte, to complete engagements efficiently.<br>• Identify tax issues, resolve filing challenges, and recommend effective solutions that align with client objectives and regulatory requirements.
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>