Tax Advisor Job at Robert Half (San Jose)

Senior Tax Advisor

Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor t...

Location

United States , El Cerrito

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business, Accounting, or a related field (preferred)
2-4 years of experience in a CPA firm or tax advisory role
Active CPA certification required
Exceptional verbal and written communication skills
Strong proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)

Job Responsibility

Prepare individual (1040), partnership (1065), S-Corp (1120S), C-Corp (1120), trust (1041), and gift (709) tax returns for clients and their associated businesses and entities
Provide secondary support in the preparation of gift tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting
Respond to client inquiries related to retirement planning, asset sales, business formation, and dissolution
Review and address tax notices and audit responses from federal and state authorities
Amend tax returns as necessary
Identify and recommend proactive tax planning opportunities that align with clients' comprehensive financial plans (e.g., retirement account strategies)
Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Senior Tax Advisor

A prestigious and fast-growing private equity firm is building out their Partner...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Degree in accounting, finance, or economics
CPA a plus
4+ years of experience preparing individual tax returns
experience working with ultra-high net worth clients
prepared investment partnership and fiduciary tax returns
understanding of tax basis, structure charts, at risk rules, passive activity rules, and basis limitations
proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner
competency with Adobe and MS Office products, especially Excel
excellent oral and written communication skills

Job Responsibility

Tax Planning
Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations
Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
Review income tax returns for various individual, partnership and fiduciary entities for the family office
Researching tax related issues
Assisting with special projects on an as-needed basis
Risk Management
Identifying and managing risks to the family's wealth, including insurance and asset protection strategies
Estate Planning
Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning

What we offer

Equity component
excellent culture and tenure
medical, vision, dental, and life and disability insurance
eligible to enroll in company 401(k) plan

Fulltime

Tax Specialist

As a National Tax Specialist, you will shape the tax challenges of domestic grou...

Location

Germany , Wolfsburg

Salary:

Not provided

Volkswagen AG

Expiration Date

Until further notice

Requirements

Completed degree in Business Administration, e.g., Diplom-Finanzwirt/in or an equivalent qualification
Several years of professional experience with solid knowledge of (VAT) tax law, preferably in the accounting/tax department of an internationally operating industrial company or a tax consultancy firm
Completed tax advisor examination is desirable
English language level B2
German language level C1

Job Responsibility

Advising Finance Directors and CFOs on both fundamental and complex tax-related matters
Providing expertise and support in M&A transactions and related projects
Preparing tax returns and perform tax calculations for annual financial statements in accordance with HGB and IAS standards
Managing tax audits for the entities under your responsibility
Designing and delivering training sessions for employees across various group companies

What we offer

30 vacation days + 24.12. and 31.12. off
35-hour week
Company pension
Flexible working hours
Mobile working
Training and consulting offers
Special conditions for the purchase and leasing of vehicles
Bicycle leasing
Sabbatical program

Fulltime

Senior Financial Accountant GL

Location

Poland , Kraków

Salary:

Not provided

PerkinElmer

Expiration Date

Until further notice

Requirements

Support the monthly, quarterly, and annual close processes for assigned entities
Ensure compliance with GAAP/IFRS and internal accounting policies
Assist in preparing audit schedules and liaising with external auditors
Preparation of the monthly, annual tax declarations including CIT, VAT, Treasury and Statistical reports/declarations
Prepare Financials Statements with accordance to the local requirements
Liaising with external tax auditors and tax advisors to achieve compliance to local tax requirements
Leading audits
Prepare / review journal entries, account reconciliations, and financial statements (Month End and Year End) for the following areas: Quaterly Revenue Recognition Testing, Investment in Sub, Equity Accounts, Review OneSources accounting entries, Bad Debt Reserve, Income Tax Provision, VAT, SUT, Declaration
Review all JEs and Recons performed by P2s
Organize and maintain closing task checklist

Job Responsibility

Support the monthly, quarterly, and annual close processes for assigned entities
Ensure compliance with GAAP/IFRS and internal accounting policies
Assist in preparing audit schedules and liaising with external auditors
Preparation of the monthly, annual tax declarations including CIT, VAT, Treasury and Statistical reports/declarations
Prepare Financials Statements with accordance to the local requirements
Liaising with external tax auditors and tax advisors to achieve compliance to local tax requirements
Leading audits
Prepare / review journal entries, account reconciliations, and financial statements (Month End and Year End) for the following areas: Quaterly Revenue Recognition Testing, Investment in Sub, Equity Accounts, Review OneSources accounting entries, Bad Debt Reserve, Income Tax Provision, VAT, SUT, Declaration
Review all JEs and Recons performed by P2s
Organize and maintain closing task checklist

Financial Advisor

The primary responsibility of the Financial Advisor is to enhance the quality an...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Series 7 and 66 securities licenses and life/health insurance license
Bachelor’s degree
5-6 years of experience in the financial services industry is preferred but is not required
CFP® designation preferred but not required
Highly proficient in MS Office
experience with any financial industry software a plus
Excellent communication, organizational and interpersonal skills (integrity, humility, respect, empathy, and a healthy sense of humor)
Ability to work independently but also be a proactive contributing team member
Strong attention to detail and ability to follow through on projects effectively

Job Responsibility

Execute trades on a discretionary basis through institutional platforms
Provide backup trading support as required
Initiate money movements based on client requests and trade requirements
Conduct financial reviews with clients through virtual, phone, or in-person meetings
Address client investment and market-related questions while staying aligned with internal investment philosophies and strategies
Prepare performance reports for annual client review meetings
Suggest new ideas or process improvements to enhance team operations
Learn business processes and compliance systems, providing backup support as necessary
Maintain clean trading compliance and ensure workflow documentation meets regulatory and compliance standards

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Global Mobility Tax Expert

Global Assignments designs, manages, and oversees international personnel deploy...

Location

Germany , Wolfsburg

Salary:

Not provided

Volkswagen AG

Expiration Date

Until further notice

Requirements

Completed degree in a commercial or legal field (focus on taxes)
completed vocational training in a commercial field (e.g., tax clerk or tax specialist) or comparable qualification
completed tax advisor exam
practical experience in tax consulting, ideally with a focus on international tax law
intercultural competence, demonstrated for example through stays abroad
above-average communication and cooperation skills
ability to manage complex processes using a structured, analytical approach
German language level C1
English language level B2 (additional language skills desirable)

Job Responsibility

Coordinating the Global Tax Provider processes between the group companies and the involved departments (taxation, human resources, finance, and controlling) and the tax advisor working globally for the group
managing and developing the policy for the taxation of assignees within the group (Tax Policy)
clarifying fundamental tax-related issues for assignees regarding international assignments
ensuring the correct recording of data for personnel systems, controlling systems (including cost controlling), and payroll
participating in various projects and special tasks in the Global Assignments area with a focus on topics related to the taxation and compensation of assignees

What we offer

30 vacation days + 24.12. and 31.12. off
35-hour week
company pension
flexible working hours
mobile working
training and consulting offers
special conditions for the purchase and leasing of vehicles
bicycle leasing
sabbatical program

Fulltime

Tax Manager Germany

The Finance team at HPE provides world class decision support driving profitable...

Location

Germany

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

First-level university degree or equivalent experience
advanced university degree preferred
Typically, 10+ years of related experience
Advanced knowledge of income tax laws they relate to corporations
Successful Tax Advisor Certificate ("Steuerberaterprüfung")
Superior communication, leadership, consulting, influence, and negotiation skills
Exceptional financial and business acumen
Excellent project management, problem solving, and analytical skills, and the ability to execute a project within the scope of overall strategies
Demonstrated ability in managing multiple projects and engagement teams
Business fluency in German and English language

Job Responsibility

Prepare and file highly complex tax returns for the organization
Lead and manage tax audits
Are an advisor to the company's global functions on tax matters
Advise businesses on how to reduce tax liabilities, set up compliance procedures, and communicates frequently with senior business leaders
Lead various tax planning activities and research including estimated tax forecasts and other projects that involve a high degree of complexity
Lead research and documents company-wide tax systems
Respond to notices from various tax authorities and interact directly with tax authorities on a regular basis
Interact and deal directly with external tax advisors to the company

What we offer

Competitive salary and extensive benefits package (pension scheme, insurances, company car, bike and car leasing, and other fringe benefits)
Work-life balance (flexible working time and hybrid workplace model, 30 vacation days, four HPE Wellness-Fridays, up to six months paid parental leave)
Support for education, training, and career development
Diverse and dynamic work environment

Corporate Tax Manager

We are offering an exciting opportunity for a Corporate Tax Manager in the Real ...

Location

United States , Charlotte

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Possession of a Certified Public Accountant (CPA) license is mandatory
A minimum of 7 years of relevant experience in the field of corporate tax management
Demonstrable proficiency in utilizing CCH Sales Tax software
Extensive knowledge and experience in working with compliance software
Proven experience in preparing and managing Annual Income Tax Provision
Familiarity with and understanding of FS Real Estate Fund industry is essential
Previous experience in Fund Accounting is a significant advantage
Strong adherence and commitment to compliance and regulatory guidelines

Job Responsibility

Act as the company's tax expert and liaison, coordinating tax responsibilities between internal teams and maintaining relationships with external tax advisors
Manage corporate tax compliance, planning, and strategizing
Enhance fund structuring to ensure investor tax efficiency, operational viability, and cost control
Collaborate with investor tax teams, particularly with non-domestic capital, to support capital raising efforts
Take the lead in REIT planning and operations, ensuring compliance and overseeing testing performed by external accounting firms
Research and implement tax strategies for future products and legislative changes
Provide support to asset management on various tax issues, coordinating with external tax advisors
Evaluate the tax impact on transactions and ensure deal teams are well-informed on key issues

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Tax Advisor

Robert Half

Location:
United States , San Jose

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 15, 2026

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