Senior Tax Preparer – Esteemed Wealth Management Firm

Join Robert Half in connecting with this exciting opportunity at a prestigious wealth management firm in San Francisco, California. As a Senior Tax Preparer, you'll play a pivotal role in delivering exceptional tax services to high-net-worth clients, combining your technical expertise with client-focused service in a dynamic, collaborative environment. Robert Half specializes in placing top tax talent like you with leading firms, offering hybrid flexibility, competitive pay around $100,000, and unparalleled career growth.

About the Role

This Senior Tax Preparer position is ideal for seasoned professionals passionate about tax preparation, planning, and client relationships. Located in the heart of San Francisco, CA, you'll work with sophisticated clients who demand precision, strategic insight, and personalized attention. The role emphasizes Form 1040 preparation while integrating tax strategies into broader wealth management plans. With Robert Half's support, you'll enjoy a hybrid schedule that balances office collaboration with remote flexibility, making it perfect for Bay Area tax experts seeking work-life harmony. Dive into a fast-paced setting where your contributions directly impact clients' financial success, all while advancing your career through professional development opportunities.

Key Responsibilities

In this client-facing role, your days will be filled with high-impact tasks:

• Prepare and meticulously review individual tax returns, with a primary focus on Form 1040 and related schedules for high-net-worth individuals.
• Engage directly with clients via calls, emails, and meetings to gather essential documentation, clarify needs, and deliver seamless, high-quality tax experiences.
• Conduct in-depth tax analysis, create accurate projections, and provide strategic planning recommendations to optimize clients' tax positions.
• Maintain up-to-date knowledge of federal, state, and local tax laws, ensuring all solutions are compliant and innovative.
• Collaborate closely with financial advisors, wealth managers, and other team members to weave tax strategies into comprehensive wealth plans, enhancing overall client outcomes.

Expect a blend of technical precision and interpersonal excellence, where your ability to translate complex tax concepts into actionable advice sets you apart.

Required Qualifications

To thrive as a Senior Tax Preparer, bring the following expertise:

• Proven experience as a tax preparer or specialist, particularly with individual returns (Form 1040) for high-net-worth clients.
• Strong proficiency in tax preparation software, Excel, and related tools.
• Excellent communication skills for client interactions and team collaboration.
• In-depth knowledge of current tax laws, regulations, and planning techniques.
• Ability to perform tax projections, analysis, and strategic recommendations.
• Thrives in fast-paced, collaborative environments with a commitment to integrity and excellence.
• CPA, EA, or relevant certification highly preferred; bachelor's degree in accounting, finance, or related field required.
• Experience in wealth management or advisory firms is a plus.

If you have 5+ years in tax preparation and a passion for client service, this role at our esteemed partner firm via Robert Half is your next step.

Why Join Us

Partner with Robert Half to unlock a rewarding career with outstanding perks:

• Competitive Compensation: Around $100,000 base salary, plus performance incentives.
• Top-Tier Benefits: Full medical, dental, vision coverage; 401(k) with generous company match; PTO including birthday and volunteer days; parental leave; wellness programs.
• Professional Growth: Stipend for CPE, training, and certifications; mentorship from industry leaders.
• Work-Life Balance: Hybrid schedule, commuter benefits, and flexible hours in vibrant San Francisco.
• Culture of Excellence: Work with a team valuing integrity, innovation, and personalized client service in the prestigious wealth management space.

Robert Half streamlines your placement with this firm, handling everything from resume submission to interviews. High-net-worth tax roles in San Francisco are in high demand—apply now! Ready to elevate your career? Connect with JC del Rosario on LinkedIn or apply through Robert Half today. Keywords: Senior Tax Preparer jobs San Francisco, Form 1040 specialist, high-net-worth tax planning, hybrid tax roles CA.

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