Robert Half - San Francisco, CA
posted 22 days ago
Full-time - Mid Level
San Francisco, CA
Administrative and Support Services
About the position
The Senior Tax Advisor at Robert Half is a client-facing leadership role focused on providing exceptional tax planning and preparation services to high-net-worth clients. This position emphasizes a team-based approach, fostering a collaborative environment that supports both professional growth and client satisfaction. The role offers a strong work-life balance and comprehensive benefits, making it an attractive opportunity for experienced tax professionals.
Responsibilities
- Cultivate and maintain relationships with Tax-Only clients, ensuring satisfaction and long-term retention.
- Lead tax preparation and planning for clients, their businesses, and legal entities.
- Identify and implement tax strategies that integrate seamlessly with comprehensive financial plans.
- Address client tax inquiries related to retirement, asset sales, and business transactions.
- Review and resolve tax notices, and liaise with federal and state auditors when required.
- Prepare amended tax returns as needed.
- Contribute to revenue growth by identifying and pursuing new business opportunities.
- Collaborate with your team to drive efficiency and uphold excellence.
Requirements
- 5+ years of experience in high-net-worth (HNW) tax planning and preparation.
- CPA or EA designation (or progress toward certification).
- A strong sense of professionalism, integrity, and dependability, with the utmost respect for confidentiality.
- A proven track record of being a deadline-driven, detail-oriented, and highly organized self-starter.
Benefits
- Medical and dental coverage
- Top-tier 401(k) with matching and profit sharing
- Wellness resources
- Generous PTO
- Collaborative and supportive team environment
