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Tax Advisor

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Robert Half

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Location:
United States , San Jose

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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:

This Tax Advisor role is a chance to help build a new practice area from the ground up while joining a close-knit, high-caliber team. You’ll work in a beautiful San Jose office, enjoy real work-life balance, and have clear paths for advancement, including potential ownership.

Job Responsibility:

  • Deliver tax planning, advisory, and compliance services for high-net-worth clients
  • Manage a book of clients with complex tax needs
  • Prepare individual, trust, and estate returns using SurePrep
  • Stay current on tax regulations and ensure compliance and confidentiality
  • Communicate proactively with clients to provide exceptional service

Requirements:

  • 7+ years of experience advising high-net-worth clients on tax matters
  • Strong experience with trust, estate, and tax planning
  • Highly organized, detail-oriented, and deadline-driven
  • Professional, dependable, and comfortable in a fast-paced environment
What we offer:
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
January 04, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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