Job Information
Robert Half Sr. Tax Advisor in El Cerrito, California
Description
Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position is responsible for providing expert tax preparation, tax planning, and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll play a key role in business growth and career development opportunities.
Key Responsibilities:
Tax Preparation and Planning
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.
If interested in this role, please reach out to Ren Friedman via LinkedIn
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).
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.
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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.
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