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Senior Tax Preparer

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Francisco

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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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 tax preparation is the primary focus during busy season, you’ll also contribute to year‑round planning, client communication, and select business development initiatives. The ideal candidate is an Enrolled Agent (EA) or tax‑focused CPA with strong technical expertise, excellent judgment, and the confidence to work 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 deliver a proactive, seamless tax preparation experience
  • Prepare detailed tax analyses, projections, and estimated tax calculations
  • Explain complex tax concepts in clear, practical terms while ensuring full compliance with filing requirements
  • Stay current on tax law changes and recommend strategies to enhance client outcomes
  • Provide internal guidance to wealth advisors on tax questions and planning opportunities

Requirements:

  • 3+ years of tax preparation experience required (EA required
  • CPA candidates encouraged to apply)
  • Proficiency with Lacerte is essential
  • Strong communicator with 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, tech‑savvy, and strong follow‑through on deliverables
  • California return experience required
  • multi‑state experience 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 major plus
  • Experience with estate and gift tax planning is highly valued
What we offer:
  • $75 monthly wellness allowance
  • Commuter benefits
  • Paid parental leave: up to 12 weeks at 100% salary
  • Tuition reimbursement + annual learning stipend

Additional Information:

Job Posted:
January 26, 2026

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