Senior Tax Strategy Lead – Premier Wealth Advisory Firm - Careers at Robert Half
Robert Half
Senior Tax Strategy Lead – Premier Wealth Advisory Firm - Careers at Robert Half
Job Description
Senior Tax Strategy Lead – Premier Wealth Advisory Firm
Join Robert Half in placing top talent for this exciting Senior Tax Strategy Lead role at a premier wealth advisory firm in San Francisco, California. As a Senior Tax Preparer, you'll play a pivotal role in delivering advanced tax solutions to high-net-worth clients, combining hands-on tax preparation with strategic planning expertise. This full-time position offers a dynamic environment where your technical skills and client-facing abilities will drive exceptional outcomes during peak tax season and beyond.
About the Role
Robert Half is proud to partner with a leading wealth advisory firm seeking a seasoned tax professional to elevate their tax strategy services. Reporting to senior leadership, you'll focus primarily on meticulous tax preparation for complex individual returns while contributing to proactive year-round planning. This role demands not just compliance but innovation—identifying tax-saving opportunities, guiding wealth advisors, and fostering strong client relationships. Ideal for Enrolled Agents (EA) or CPAs passionate about high-stakes tax advisory in a collaborative, growth-oriented firm. With San Francisco's competitive tax landscape, your California expertise will be front and center, making this a prime opportunity for tax careers in the Bay Area.
Key Responsibilities
In this client-centric position, your days will blend precision tax work with strategic advisory:
- Lead Tax Preparation: Spearhead Form 1040 preparations for high-net-worth individuals, with bonus points for 1041 (trusts) and 1065 (partnerships) proficiency.
- Client Engagement: Directly interface with clients to collect documents, answer queries, and deliver a white-glove tax experience that builds loyalty.
- Advanced Analytics: Craft detailed tax projections, estimated payments, and scenario analyses to optimize client positions.
- Compliance Mastery: Demystify intricate tax rules for clients and ensure 100% adherence to IRS and state regulations.
- Strategic Guidance: Monitor evolving tax laws (e.g., recent TCJA extensions, state conformity) and propose tailored strategies like Roth conversions or opportunity zone investments.
- Internal Collaboration: Advise wealth management teams on tax implications of investment decisions, estate planning, and gifting.
- Business Development Support: Occasionally contribute to client pitches, showcasing your expertise to attract new high-value relationships.
- California Focus: Handle CA-specific returns mandatorily, leveraging multi-state knowledge for nationwide clients.
This role thrives on independence, requiring sound judgment in ambiguous scenarios common with ultra-wealthy portfolios involving real estate, stock options, and international holdings.
Required Qualifications
To excel, bring these credentials and traits:
- Active Enrolled Agent (EA) or CPA license with tax emphasis—non-negotiable.
- 3-5+ years in tax prep for HNWI, ideally in wealth management or advisory firms.
- Proven California tax return experience; multi-state a strong advantage.
- Technical prowess in CCH Axcess, UltraTax, or similar software.
- Exceptional communication: Translate IRS code into client-friendly advice.
- Familiarity with estate/gift taxes (Form 706/709) highly desirable.
- Self-starter mindset with impeccable ethics and confidentiality handling.
Robert Half specializes in matching professionals like you with roles that align skills, salary expectations ($100,000 base), and career aspirations in San Francisco's thriving finance sector.
Why Join Us
Beyond competitive pay, this firm invests in your success with standout perks: $75 monthly wellness stipend for gym or mindfulness apps; commuter benefits for Bay Area commutes; generous 12 weeks paid parental leave at full salary; tuition reimbursement plus learning stipend for CPE credits or advanced certs like CFP. Work in a modern SF office with hybrid flexibility, surrounded by top-tier wealth advisors. Grow your network with HNWI clients, position yourself for director-level advancement, and contribute to a firm redefining personalized tax strategy. Robert Half streamlines your application—connect with recruiter JC del Rosario on LinkedIn today. SEO keywords: San Francisco tax jobs, CPA careers CA, senior tax preparer roles, wealth advisory tax positions. (748 words)
Locations
- San Francisco, California, United States
Salary
100,000 - 100,000 USD / yearly
95,000 - 130,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Tax Preparation (Form 1040, 1041, 1065)intermediate
- Enrolled Agent (EA) or CPA Certificationintermediate
- California Tax Returnsintermediate
- Multi-State Tax Experienceintermediate
- Tax Planning and Projectionsintermediate
- Client Communicationintermediate
- Estate and Gift Tax Planningintermediate
- Tax Law Compliance and Updatesintermediate
- Estimated Tax Calculationsintermediate
- Advisory Guidance for Wealth Advisorsintermediate
Required Qualifications
- Enrolled Agent (EA) or tax-focused CPA required (experience)
- Experience with complex individual tax returns (Form 1040) (experience)
- California return experience required; multi-state preferred (experience)
- Strong technical tax expertise and judgment (experience)
- Ability to work independently in client-facing role (experience)
- Experience with Form 1041 and 1065 highly preferred (experience)
- Knowledge of estate and gift tax planning valued (experience)
Responsibilities
- Lead preparation of individual tax returns (primarily Form 1040); handle 1041 and 1065 as needed
- Communicate directly with high-net-worth clients to gather documentation and ensure seamless experience
- Prepare detailed tax analyses, projections, and estimated tax calculations
- Explain complex tax concepts clearly while ensuring full compliance
- Stay current on tax law changes and recommend optimization strategies
- Provide internal guidance to wealth advisors on tax matters
- Contribute to year-round tax planning and select business development
- Support advanced tax strategies for premier wealth advisory clients
Benefits
- general: $75 monthly wellness allowance
- general: Commuter benefits
- general: Paid parental leave: up to 12 weeks at 100% salary
- general: Tuition reimbursement + annual learning stipend
- general: Collaborative work environment with high-net-worth clients
- general: Year-round professional growth opportunities
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Answer 10 quick questions to check your fit for Senior Tax Strategy Lead – Premier Wealth Advisory Firm - Careers at Robert Half @ Robert Half.
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Senior Tax Strategy Lead – Premier Wealth Advisory Firm - Careers at Robert Half
Robert Half
Senior Tax Strategy Lead – Premier Wealth Advisory Firm - Careers at Robert Half
Job Description
Senior Tax Strategy Lead – Premier Wealth Advisory Firm
Join Robert Half in placing top talent for this exciting Senior Tax Strategy Lead role at a premier wealth advisory firm in San Francisco, California. As a Senior Tax Preparer, you'll play a pivotal role in delivering advanced tax solutions to high-net-worth clients, combining hands-on tax preparation with strategic planning expertise. This full-time position offers a dynamic environment where your technical skills and client-facing abilities will drive exceptional outcomes during peak tax season and beyond.
About the Role
Robert Half is proud to partner with a leading wealth advisory firm seeking a seasoned tax professional to elevate their tax strategy services. Reporting to senior leadership, you'll focus primarily on meticulous tax preparation for complex individual returns while contributing to proactive year-round planning. This role demands not just compliance but innovation—identifying tax-saving opportunities, guiding wealth advisors, and fostering strong client relationships. Ideal for Enrolled Agents (EA) or CPAs passionate about high-stakes tax advisory in a collaborative, growth-oriented firm. With San Francisco's competitive tax landscape, your California expertise will be front and center, making this a prime opportunity for tax careers in the Bay Area.
Key Responsibilities
In this client-centric position, your days will blend precision tax work with strategic advisory:
- Lead Tax Preparation: Spearhead Form 1040 preparations for high-net-worth individuals, with bonus points for 1041 (trusts) and 1065 (partnerships) proficiency.
- Client Engagement: Directly interface with clients to collect documents, answer queries, and deliver a white-glove tax experience that builds loyalty.
- Advanced Analytics: Craft detailed tax projections, estimated payments, and scenario analyses to optimize client positions.
- Compliance Mastery: Demystify intricate tax rules for clients and ensure 100% adherence to IRS and state regulations.
- Strategic Guidance: Monitor evolving tax laws (e.g., recent TCJA extensions, state conformity) and propose tailored strategies like Roth conversions or opportunity zone investments.
- Internal Collaboration: Advise wealth management teams on tax implications of investment decisions, estate planning, and gifting.
- Business Development Support: Occasionally contribute to client pitches, showcasing your expertise to attract new high-value relationships.
- California Focus: Handle CA-specific returns mandatorily, leveraging multi-state knowledge for nationwide clients.
This role thrives on independence, requiring sound judgment in ambiguous scenarios common with ultra-wealthy portfolios involving real estate, stock options, and international holdings.
Required Qualifications
To excel, bring these credentials and traits:
- Active Enrolled Agent (EA) or CPA license with tax emphasis—non-negotiable.
- 3-5+ years in tax prep for HNWI, ideally in wealth management or advisory firms.
- Proven California tax return experience; multi-state a strong advantage.
- Technical prowess in CCH Axcess, UltraTax, or similar software.
- Exceptional communication: Translate IRS code into client-friendly advice.
- Familiarity with estate/gift taxes (Form 706/709) highly desirable.
- Self-starter mindset with impeccable ethics and confidentiality handling.
Robert Half specializes in matching professionals like you with roles that align skills, salary expectations ($100,000 base), and career aspirations in San Francisco's thriving finance sector.
Why Join Us
Beyond competitive pay, this firm invests in your success with standout perks: $75 monthly wellness stipend for gym or mindfulness apps; commuter benefits for Bay Area commutes; generous 12 weeks paid parental leave at full salary; tuition reimbursement plus learning stipend for CPE credits or advanced certs like CFP. Work in a modern SF office with hybrid flexibility, surrounded by top-tier wealth advisors. Grow your network with HNWI clients, position yourself for director-level advancement, and contribute to a firm redefining personalized tax strategy. Robert Half streamlines your application—connect with recruiter JC del Rosario on LinkedIn today. SEO keywords: San Francisco tax jobs, CPA careers CA, senior tax preparer roles, wealth advisory tax positions. (748 words)
Locations
- San Francisco, California, United States
Salary
100,000 - 100,000 USD / yearly
95,000 - 130,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Tax Preparation (Form 1040, 1041, 1065)intermediate
- Enrolled Agent (EA) or CPA Certificationintermediate
- California Tax Returnsintermediate
- Multi-State Tax Experienceintermediate
- Tax Planning and Projectionsintermediate
- Client Communicationintermediate
- Estate and Gift Tax Planningintermediate
- Tax Law Compliance and Updatesintermediate
- Estimated Tax Calculationsintermediate
- Advisory Guidance for Wealth Advisorsintermediate
Required Qualifications
- Enrolled Agent (EA) or tax-focused CPA required (experience)
- Experience with complex individual tax returns (Form 1040) (experience)
- California return experience required; multi-state preferred (experience)
- Strong technical tax expertise and judgment (experience)
- Ability to work independently in client-facing role (experience)
- Experience with Form 1041 and 1065 highly preferred (experience)
- Knowledge of estate and gift tax planning valued (experience)
Responsibilities
- Lead preparation of individual tax returns (primarily Form 1040); handle 1041 and 1065 as needed
- Communicate directly with high-net-worth clients to gather documentation and ensure seamless experience
- Prepare detailed tax analyses, projections, and estimated tax calculations
- Explain complex tax concepts clearly while ensuring full compliance
- Stay current on tax law changes and recommend optimization strategies
- Provide internal guidance to wealth advisors on tax matters
- Contribute to year-round tax planning and select business development
- Support advanced tax strategies for premier wealth advisory clients
Benefits
- general: $75 monthly wellness allowance
- general: Commuter benefits
- general: Paid parental leave: up to 12 weeks at 100% salary
- general: Tuition reimbursement + annual learning stipend
- general: Collaborative work environment with high-net-worth clients
- general: Year-round professional growth opportunities
Tags & Categories
Answer 10 quick questions to check your fit for Senior Tax Strategy Lead – Premier Wealth Advisory Firm - Careers at Robert Half @ Robert Half.
Related Books and Jobs