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Tax Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , New York

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

We are seeking a detail-oriented and client-focused Tax Associate to join our clients growing tax practice specializing in high net worth individuals, families, trusts, and closely held entities. This is a fully remote position offering the opportunity to work with sophisticated tax matters in a collaborative and flexible environment. The ideal candidate has strong technical tax knowledge, excellent organizational skills, and a proactive approach to client service. You will work closely with managers and partners on tax compliance, tax planning, and advisory projects for high-income and ultra-high-net-worth clients.

Job Responsibility:

  • Prepare and review federal and state individual income tax returns (Forms 1040)
  • Assist with preparation of trust, gift, partnership, and S corporation returns
  • Analyze client financial information, including brokerage statements, K-1s, and investment activity
  • Support tax planning strategies for high net worth individuals and families
  • Conduct tax research and summarize findings clearly and concisely
  • Communicate directly with clients and internal team members regarding tax documents and deadlines
  • Monitor tax law changes affecting individual and passthrough taxation
  • Maintain organized electronic workpapers and documentation
  • Assist with notices, estimated tax calculations, and other client service matters

Requirements:

  • Bachelor’s degree in Accounting, Finance, or related field
  • CPA license or CPA track preferred
  • 1–4+ years of public accounting or individual tax experience
  • Experience preparing complex individual tax returns preferred
  • Familiarity with trusts, partnerships, and investment reporting is a plus
  • Strong understanding of federal and state tax compliance
  • Experience with tax software such as CCH Axcess, GoSystem, UltraTax, or similar
  • Excellent communication and time management skills
  • Ability to work independently in a remote environment while collaborating effectively with a team
  • All applicants applying for U.S. job openings must be legally authorized to work in the United States

Nice to have:

  • CPA license or CPA track preferred
  • Experience preparing complex individual tax returns preferred
  • Familiarity with trusts, partnerships, and investment reporting is a plus
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 15, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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