Senior Tax Preparer – Join a Premier Wealth Management Firm in San Francisco

Are you a seasoned tax professional with a passion for serving high-net-worth clients? Robert Half is excited to partner with a purpose-driven wealth management firm seeking a Senior Tax Preparer in San Francisco, California. This full-time role offers the chance to deliver exceptional tax services within a values-based organization focused on holistic financial planning, investment strategies, and community impact. With a competitive salary around $100,000 and comprehensive benefits, this position is perfect for Enrolled Agents or CPAs specializing in complex individual tax returns.

About the Role

The Senior Tax Preparer plays a pivotal role on the tax team, ensuring accurate and timely preparation of tax returns for sophisticated high-net-worth individuals, families, and foundations. Primarily focused on Form 1040 during peak tax seasons, the role extends to year-round tax planning, projections, and client advisory services. You'll work in a collaborative environment with offices across major U.S. cities, supporting clients who value impact investing and personalized financial guidance. This position demands precision, client empathy, and expertise in navigating intricate tax scenarios, making it ideal for professionals ready to elevate their career in wealth management tax services.

Key Responsibilities

As a Senior Tax Preparer, you'll be at the forefront of delivering top-tier tax solutions. Your daily impact includes:

• Expertly preparing individual income tax returns (Form 1040) with meticulous attention to detail for high-net-worth clients.
• Managing specialized returns such as trusts (Form 1041) and partnerships (Form 1065), leveraging your advanced knowledge.
• Engaging directly with clients via phone, email, and virtual meetings to collect documents, clarify details, and provide updates for a seamless experience.
• Creating detailed tax projections, quarterly estimated tax payments, and analytical reports to support strategic financial planning.
• Collaborating with investment advisors and financial planners to integrate tax strategies into broader wealth management services.
• Staying current on tax law changes, ensuring full compliance and optimizing client outcomes.
• Contributing to the firm's community engagement initiatives through pro-bono tax services or financial literacy programs.

Required Qualifications

To succeed in this dynamic role, candidates should possess:

• Active Enrolled Agent (EA) certification or CPA license with a strong tax focus.
• 3-5+ years of experience in tax preparation, ideally serving ultra-high-net-worth individuals in a wealth management setting.
• Deep proficiency in Form 1040 preparation; bonus for 1041, 1065, and related schedules.
• Proven client communication skills, with the ability to explain complex tax matters in simple terms.
• Strong analytical abilities for tax projections, estimates, and scenario modeling.
• Familiarity with tax software like UltraTax, CCH Axcess, or similar platforms.
• Excellent organizational skills to manage seasonal workloads and deadlines.
• A values-driven mindset aligned with purpose-led financial services and community impact.

This role requires someone who thrives in a fast-paced, client-centric environment and is committed to accuracy and integrity.

Why Join Us?

Become part of a forward-thinking wealth management firm that prioritizes holistic client service, sustainable investing, and positive societal impact. Beyond the rewarding compensation package starting at $100,000 annually, you'll enjoy robust benefits including medical, dental, vision, life, and disability insurance; a high-deductible health plan paired with an HSA; a $75 monthly wellness allowance; and an employee assistance program. Work in the vibrant heart of San Francisco, with hybrid flexibility, professional development opportunities, and a supportive team dedicated to your growth. This is more than a job—it's a chance to make a meaningful difference for clients and communities while advancing your expertise in high-net-worth tax preparation. Apply now through Robert Half and connect with our recruiter JC del Rosario on LinkedIn to take the next step in your career.

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