CrawlJobs Logo
Robert Half Logo Robert Half · Finance

Senior Tax Preparer

United States, San Francisco · Job Posted January 04, 2026
Apply Position
Job Link Share

Job Description

We’re seeking an experienced Senior Tax Preparer to support high‑net‑worth clients with complex tax needs and advanced planning strategies. While the role is heavily focused on tax preparation during busy season, you’ll also play a key part in year‑round tax planning, client communication, and selective business development efforts. The ideal candidate is an Enrolled Agent (EA) or tax‑focused CPA with strong technical expertise, sound judgment, and the confidence to operate independently in a client‑facing advisory environment.

Job Responsibility

  • Lead preparation of individual tax returns (primarily Form 1040)
  • Communicate directly with clients to gather documentation and ensure a smooth, proactive tax prep experience
  • Prepare detailed tax analyses, projections, and estimated tax calculations
  • Explain complex tax issues in clear, practical terms while ensuring full compliance with all filing requirements
  • Stay current on tax law changes and recommend strategies to improve both short‑ and long‑term client outcomes
  • Provide internal guidance to wealth advisors on tax‑related questions and planning opportunities

Requirements

  • Minimum of 3+ years of tax preparation experience (EA preferred
  • CPA candidates welcome)
  • Proficiency with Lacerte required
  • Strong communication skills and experience supporting high‑net‑worth individuals
  • Familiarity with advanced strategies including 1031 exchanges, QSBS, Opportunity Zones, charitable giving, stock compensation, and Roth conversions
  • Highly detail‑oriented, organized, and tech‑savvy with strong follow‑through
  • California return experience required
  • multi‑state exposure preferred

Nice to have

  • Hands‑on experience with tax planning and direct client interaction
  • Working knowledge of estate and gift tax planning
  • Ability to work independently while managing multiple priorities effectively
  • Experience with 1041 and 1065 is a strong plus
  • Knowledge of estate and gift tax planning is highly valued

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 + monthly cell phone allowance
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Senior Tax Preparer

8 matching positions

Senior Tax Preparer

Location
Location
United States , Phoenix
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 3 to 5 years of recent tax preparation experience in a public accounting or tax firm setting
  • Demonstrated ability to prepare returns for individuals, partnerships, S corporations, and C corporations with minimal supervision
  • Hands-on proficiency with Intuit ProSeries or a similar form-based tax preparation system
  • Solid understanding of accounting fundamentals, including trial balances, account reconciliations, and financial statement assembly
  • Strong attention to detail with a consistent focus on accuracy, completeness, and quality control
  • Ability to work independently from a secure home office with reliable high-speed internet access
  • Effective written and verbal communication skills for collaborating with clients and internal stakeholders in a remote environment
  • CPA or Enrolled Agent designation is preferred but not required
  • experience serving healthcare or medical clients is a plus
Job Responsibility
Job Responsibility
  • Prepare federal and state tax returns for individuals, partnerships, S corporations, and C corporations across a range of industries
  • Examine client financial records, bookkeeping files, and source documentation to identify missing information, reporting issues, and potential tax considerations
  • Create and post adjusting journal entries as needed to align financial data with accurate tax reporting requirements
  • Reconcile account balances and assemble basic financial statements, including balance sheets and income statements, to support tax filings
  • Apply current federal, state, and local tax regulations to complete compliance work accurately and consistently
  • Organize and maintain thorough workpapers that clearly support return positions and related calculations
  • Use tax software such as ProSeries and comparable platforms to prepare, review, and finalize returns efficiently
  • Communicate with stakeholders to clarify financial details, resolve discrepancies, and keep engagements moving forward in a remote work setting
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
Read More
Arrow Right

Senior Tax Preparer

We’re seeking an experienced Senior Tax Preparer to support high‑net‑worth clien...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
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
What we offer
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
Read More
Arrow Right

Senior Tax Preparer

Join a purpose-driven wealth management firm redefining client service and commu...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CPA or EA preferred
  • 3+ years tax prep experience with high-net-worth clients
  • Proficiency in Lacerte required
  • Strong experience in advanced tax topics: QSBS, 1031 exchanges, Opportunity Zones, charitable giving, stock compensation, retirement planning, capital gains, and tax-loss harvesting
  • Excellent communication, organization, and client-service skills
  • Ability to work independently in a fast-paced, dynamic environment
  • Tech-savvy with a drive for professional growth
Job Responsibility
Job Responsibility
  • Lead preparation and review of individual tax returns (primarily 1040)
  • Work directly with clients to collect info, answer questions, and guide them through the tax process
  • Prepare California and multi-state returns
  • Conduct tax projections and provide strategic guidance on compliance
  • Stay current on tax laws and communicate complex issues clearly
  • Partner with wealth advisors and support internal education initiatives
What we offer
What we offer
  • Tons of work life balance
  • Strong benefits
  • Wellness and development stipends
  • Support for volunteer and charitable efforts
  • Medical, vision, dental, and life and disability insurance
  • Eligible to enroll in company 401(k) plan
Read More
Arrow Right

Senior Tax Preparer

Join a purpose-driven wealth management firm redefining client service and commu...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CPA or EA preferred
  • 3+ years tax prep experience with high-net-worth clients
  • Proficiency in Lacerte required
  • Strong experience in advanced tax topics: QSBS, 1031 exchanges, Opportunity Zones, charitable giving, stock compensation, retirement planning, capital gains, and tax-loss harvesting
  • Excellent communication, organization, and client-service skills
  • Ability to work independently in a fast-paced, dynamic environment
  • Tech-savvy with a drive for professional growth
Job Responsibility
Job Responsibility
  • Lead preparation and review of individual tax returns (primarily 1040)
  • Work directly with clients to collect info, answer questions, and guide them through the tax process
  • Support estate and gift tax planning
  • Prepare California and multi-state returns
  • Conduct tax projections and provide strategic guidance on compliance
  • Stay current on tax laws and communicate complex issues clearly
  • Partner with wealth advisors and support internal education initiatives
What we offer
What we offer
  • strong benefits
  • wellness and development stipends
  • support for volunteer and charitable efforts
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in company 401(k) plan
Read More
Arrow Right

Tax Senior / Tax Manager

A well-established CPA firm on Staten Island and Red Bank is searching for a Tax...
Location
Location
United States , Staten Island
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Two plus years of tax experience in a local, medium size or regional CPA firm
  • broad general tax background in corporate, partnership, and individual tax return preparation
  • CPA preferred but not required
Job Responsibility
Job Responsibility
  • Maintaining the books and records for small businesses
  • assisting with implementing tax-saving strategies and tax planning
What we offer
What we offer
  • hybrid work environment
  • work/life balance
  • flexibility
  • paid time off
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • free online training
  • Fulltime
Read More
Arrow Right

Tax Senior / Tax Manager

A well-established CPA firm on Staten Island and Red Bank is searching for a Tax...
Location
Location
United States , Red Bank
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Two plus years of tax experience in a local, medium size or regional CPA firm
  • Broad general tax background in corporate, partnership, and individual tax return preparation
  • CPA is preferred but not required
Job Responsibility
Job Responsibility
  • Maintaining the books and records for small businesses
  • Assisting with implementing tax-saving strategies and tax planning
What we offer
What we offer
  • work/life balance
  • flexibility
  • paid time off
  • medical insurance
  • vision insurance
  • dental insurance
  • life insurance
  • disability insurance
  • 401(k) plan
  • free online training
  • Fulltime
Read More
Arrow Right

Tax Senior or Tax Manager

This small, reputable and stable CPA firm is looking for a candidate with at lea...
Location
Location
United States , West Hartford
Salary
Salary:
95000.00 - 145000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 4 years of research, planning and compliance experience with corporate, partnership and individual income tax preparation experience from public accounting
  • CPA or CPA in process required
What we offer
What we offer
  • Year end bonus
  • Very generous automatic profit sharing contribution
  • Free lunches
  • Fitness classes
  • Flexible work hours
Read More
Arrow Right

Tax Senior Or Tax Manager – Family Office

Location
Location
United States , Rockville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in high-net-worth individual tax required
  • Strong exposure to estate and trust tax
  • Some understanding of partnership tax
  • Ability to move comfortably between detailed compliance work and higher-level planning support
  • Strong writing skills, including drafting memos and professional communications
  • Highly organized, proactive, and responsive with strong follow-through
  • A collaborative mindset and willingness to step in where needed
  • Public accounting, family office, or private client tax experience is highly valued
Job Responsibility
Job Responsibility
  • Partner closely with senior leadership on a wide range of tax matters
  • Support high-net-worth individual tax compliance, analysis, and planning
  • Assist with estate and trust tax matters
  • Contribute to partnership tax work
  • Serve as a flexible tax generalist handling lower-level compliance work while also supporting broader tax initiatives
  • Prepare tax calculations and projections
  • Assist with tax analysis and planning projects
  • Draft clear, professional tax memos, correspondence, and emails
  • Track action items and manage follow-ups to ensure timely execution
  • Potentially assist with private equity tax compliance matters
What we offer
What we offer
  • Competitive compensation and benefits
  • Free online training
  • Benefits available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
  • Ability to enroll in company 401(k) plan for hired contract/temporary professionals
Read More
Arrow Right