Senior Tax Advisor at Wealth Management Firm - East Bay
Description Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Join a well-established independent firm known for exceptional client service and a personalized approach to financial planning. Their team-based philosophy creates an environment where both professionals and clients thrive. The Senior Tax Advisor role offers the opportunity to be a client-facing leader, with career growth, comprehensive benefits, and a strong work-life balance. Enjoy medical and dental coverage, a top-tier 401(k) with matching and profit sharing, wellness resources, generous PTO, and a collaborative, supportive team where your expertise is valued.Your 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.
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. 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.
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .