CrawlJobs Logo

Senior Tax Preparer

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , San Francisco

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

We’re seeking an experienced Senior Tax Preparer to support high‑net‑worth clients across a diverse range of tax needs and advanced planning strategies. While the role is preparation‑heavy during busy season, you’ll remain engaged year‑round through planning work, client communication, and advisory support.

Job Responsibility:

  • Lead preparation of individual tax returns (Form 1040)
  • Communicate directly with clients to gather documents and provide a smooth, organized tax preparation experience
  • Prepare detailed tax analyses, projections, and estimated tax calculations
  • Clearly explain complex tax issues to clients while ensuring full compliance with federal and state requirements
  • Stay updated on tax law changes and recommend strategic planning opportunities
  • Provide internal guidance to wealth advisors on tax-related topics and planning considerations

Requirements:

  • 3+ years of tax preparation
  • Enrolled Agent (EA) preferred (CPA candidates welcome)
  • Proficiency with Lacerte required
  • Strong communication skills and experience working with high-net-worth clients
  • Familiarity with advanced strategies such as 1031 exchanges, QSBS, Opportunity Zones, charitable giving, stock compensation, and Roth conversions
  • Highly detail-oriented, organized, and tech-savvy
  • California return experience required
  • multi-state experience preferred

Nice to have:

  • Experience in tax planning and direct client interaction
  • Familiarity with estate and gift tax planning
  • Ability to work independently while managing multiple priorities effectively
  • Experience with 1041 and 1065 tax forms
  • Knowledge in estate and gift tax planning
What we offer:
  • Medical, dental, vision, life, and disability insurance
  • Health Savings Account (HSA) option
  • $75 monthly wellness allowance
  • 401(k) with employer match
  • Commuter benefits
  • Paid parental leave: up to 12 weeks at 100% salary
  • Tuition reimbursement + annual learning stipend
  • Volunteer PTO and donation-matching program
  • Birthday PTO and monthly cell phone allowance

Additional Information:

Job Posted:
January 04, 2026

Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Tax Preparer

Tax Senior

Robert Half is the world’s first and largest specialized talent solutions firm t...
Location
Location
United States , East Rutherford
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of experience in tax preparation, compliance, or advisory roles, ideally within public accounting or corporate tax
Job Responsibility
Job Responsibility
  • Prepare and review detailed tax returns for individuals, corporations, and other entities across federal, state, and local jurisdictions
  • Conduct in-depth tax planning and research to optimize efficiency and ensure compliance with evolving regulations
  • Analyze financial data to identify tax-saving opportunities and mitigate compliance risks
  • Manage tax audits and respond to inquiries from regulatory authorities, ensuring all required documentation is accurate and complete
  • Prepare quarterly and annual tax provisions in alignment with relevant accounting standards
  • Monitor changes in tax laws and industry practices to provide informed recommendations and solutions
  • Collaborate with departments such as finance, legal, and accounting to address tax-related issues effectively
  • Mentor and guide less experienced team members, fostering their growth and development within the tax function
  • Identify and implement process improvements to enhance the efficiency and accuracy of tax operations
  • Provide senior leadership with regular updates on tax strategies, risks, and compliance matters
What we offer
What we offer
  • 401k
  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • Fulltime
Read More
Arrow Right

Tax Senior Associate or Tax Supervisor

Are you a seasoned tax professional looking for the next step in your career? We...
Location
Location
United States , Kennesaw
Salary
Salary:
Not provided
regalexecutivesearch.com Logo
Regal Executive Search
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Certified Public Accountant (CPA) Required – Must hold an active CPA license
  • Minimum of 3-5 years in public accounting, with a focus on tax consulting
  • Deep understanding of federal and state tax codes, regulations, and compliance
  • Ability to identify tax-saving opportunities and develop innovative strategies
  • Adept at managing client relationships and mentoring staff
  • Proficiency in tax preparation software and financial systems (Ultra Tax experience a bonus)
Job Responsibility
Job Responsibility
  • Lead tax engagements for businesses and individuals, ensuring compliance and strategic tax planning
  • Provide expert guidance on tax strategies, regulations, and opportunities for clients
  • Review and oversee tax returns, ensuring accuracy and efficiency
  • Mentor and train junior tax staff, fostering professional development within the team
  • Stay up to date with evolving tax laws and regulations to provide proactive client solutions
  • Meet productivity and efficiency standards (billable hours)
Read More
Arrow Right

Personal Tax Semi Senior or Senior

Are you part qualified or qualified and looking to take the next step in your ta...
Location
Location
United Kingdom , Taunton or Bristol
Salary
Salary:
Not provided
albertgoodman.co.uk Logo
Albert Goodman LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • ATT or CTA part qualified or qualified
  • Minimum of 1 to 2 years practice experience
  • Confident and collaborative team player
  • Excellent people skills and ability to offer outstanding service to clients
  • Self-motivation and strong work ethic
Job Responsibility
Job Responsibility
  • Having a portfolio of personal tax clients to work with
  • Preparing tax computations and returns
  • Resolving queries and supporting senior team members
  • Identifying tax issues and contributing to advisory work
What we offer
What we offer
  • Minimum of 25 days holiday which increases with length of service
  • Option to buy and sell holiday
  • Annual salary review
  • Hybrid working
  • Payment of any professional subscriptions relevant to your role
  • Group pension scheme
  • Life assurance, which includes access to a smart health app
  • Employee assistance programme for you and your family
  • One volunteering day per year
  • Cinema Society discounts
  • Fulltime
Read More
Arrow Right

Senior Tax Accountant

A growing CPA firm in the Edison area is seeking a Senior Tax Accountant with ex...
Location
Location
United States , Edison
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting, Finance, or a related field is required
  • Possession of a Certified Public Accountant (CPA) license is mandatory
  • Minimum of 5 years of tax accounting experience, preferably within a CPA firm
  • Proficient in tax accounting software and tools
  • Excellent knowledge of federal, state, and local tax codes and regulations
  • Demonstrated ability to interpret and apply complex tax legislation
  • Proven track record of preparing and reviewing complex tax returns
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication abilities
  • Ability to work under pressure and meet tight deadlines
Job Responsibility
Job Responsibility
  • Extensive high net worth, corporate, and partnership tax preparation and planning on a national level
  • Prepare financial statements
What we offer
What we offer
  • Excellent compensation and benefits package
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Tax Accountant

A growing CPA firm in the Edison area is seeking a Senior Tax Accountant with ex...
Location
Location
United States , Woodbridge
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting, Finance, or a related field is required
  • Possession of a Certified Public Accountant (CPA) license is mandatory
  • Minimum of 5 years of tax accounting experience, preferably within a CPA firm
  • Proficient in tax accounting software and tools
  • Excellent knowledge of federal, state, and local tax codes and regulations
  • Demonstrated ability to interpret and apply complex tax legislation
  • Proven track record of preparing and reviewing complex tax returns
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication abilities
  • Ability to work under pressure and meet tight deadlines
Job Responsibility
Job Responsibility
  • Extensive high net worth, corporate, and partnership tax preparation and planning on a national level
  • Prepare financial statements
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Tax

This role involves overseeing a range of tax-related activities and providing in...
Location
Location
United States , Horsham
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of five years of experience in a senior tax role within a public accounting firm
  • Proficient in using Accounting Software Systems
  • Demonstrated experience in performing Accounting Functions
  • Proven expertise in Auditing and Compliance
  • Experience in Entity Formation and Financial Statement preparation
  • Strong knowledge of Public Accounting Tax and Public Accounting principles
  • Proficiency in Corporate Income Tax, Complex Tax Return, Consolidated Tax Return, and Corporate Tax Return
  • Experience in Estate Tax and Estate Tax Return preparation
  • Strong knowledge of Federal Income Tax, Federal Income Tax Return, Fiduciary Income Tax Return, and Federal Taxes
  • Proficiency in Income Tax Accounting and handling Income Tax Audits
Job Responsibility
Job Responsibility
  • Oversee all tax-related activities and ensure regulatory compliance
  • Provide innovative tax planning and consulting services to a diverse range of clients
  • Maintain up-to-date knowledge of developments in federal, state, and local tax laws and regulations
  • Offer guidance and support to less-experienced staff members
  • Manage client relationships and ensure their tax compliance
  • Collaborate with financial auditors when necessary
  • Conduct research on tax-related issues and recommend solutions
  • Participate in business development initiatives and identify opportunities for additional client services
  • Prepare complex tax returns and provide tax planning services to clients
  • Analyze and minimize tax liability through sound and informed application of laws and regulations
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Free online training
  • Fulltime
Read More
Arrow Right

Corporate Tax Senior

This is an excellent opportunity to join a highly regarded firm offering flexibl...
Location
Location
United Kingdom , Hertford
Salary
Salary:
35000.00 - 45000.00 GBP / Year
https://crowewatson.co.uk/ Logo
Crowe Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • ACA/ACCA/CTA qualified or part-qualified
  • Strong knowledge of corporate tax legislation
  • Excellent communication and client relationship skills
  • Ability to work independently and as part of a team
  • Must have a minimum of 2 years previous experience working within a UK Practice environment
Job Responsibility
Job Responsibility
  • Managing a portfolio of corporate tax clients
  • Preparing and reviewing corporate tax returns
  • Providing tax planning and advisory support to clients
  • Assisting in the training and development of junior staff
  • Liaising with HMRC and handling tax enquiries
  • Supporting Partners and senior management on ad hoc tax projects
What we offer
What we offer
  • flexible working
  • strong company pension
  • Fulltime
Read More
Arrow Right

Senior Tax Accountant - Estate & Trust

We are currently seeking a Senior Tax Accountant with a specialization in Estate...
Location
Location
United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL
Salary
Salary:
105000.00 - 115000.00 USD / Year
portebrown.com Logo
Porte Brown LLC
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of current Public Accounting Experience
  • Experience preparing Form 1041 Fiduciary Income tax returns
  • Experience preparing Form 709 Gift Tax returns
  • Experience preparing Form 706 Estate Tax returns
  • Experience preparing Deceased Taxpayer Income Tax returns
  • BA/BS Degree in Accounting, Finance, or related field
  • CPA Certification
  • or eligible to sit for the CPA exam
  • Proficiency with tax software, MS Office, and working knowledge of QuickBooks
  • Strong client rapport and project management skills
Job Responsibility
Job Responsibility
  • Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters
  • Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals
  • Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting
  • Reading through trust agreements and wills to determine appropriate filings and estate structure
  • Complete monthly and quarterly accounting projects at client locations
  • Demonstrate an interest in practice development
  • Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm
  • Actively supports new initiatives
  • Identify opportunities to improve assignment profitability and efficiency
  • Pursues self-development opportunities
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Poland Jobs Ireland Jobs Germany Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy