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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.

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) .

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