About the Tax Analyst / Manager Role at Robert Half

Join a dynamic boutique tax services company through Robert Half's premier career network. We're seeking a skilled Tax Analyst / Manager to support our expanding team serving high net worth clients. This fully remote position offers the perfect blend of challenging tax work, professional growth, and work-life balance. Located in Albany, New York, but open to top talent nationwide, this role is ideal for tax professionals passionate about precision, compliance, and client success. With Robert Half's backing, you'll access cutting-edge resources and a vast network of opportunities in the tax and accounting field.

As a Tax Analyst / Manager, you'll play a pivotal role in delivering top-tier tax preparation, review, and consulting services. Our client focuses on personalized solutions for affluent individuals and businesses, making this position intellectually stimulating and rewarding. If you thrive in remote settings and have expertise in complex tax scenarios, this opportunity at Robert Half will elevate your career.

Key Responsibilities

• Prepare and meticulously review tax returns for high net worth clients, ensuring accuracy and optimization.
• Perform comprehensive quality assessments on tax documents to identify issues and recommend improvements.
• Deliver expert consulting services to other tax preparation firms, sharing insights on best practices.
• Conduct tax research using advanced tools to address nuanced client queries and scenarios.
• Develop engaging content and deliver training sessions on tax compliance, research methodologies, and regulatory updates.
• Lead special projects, from process improvements to innovative tax strategies.
• Collaborate remotely with team members to maintain high service standards and meet deadlines.
• Stay abreast of federal, state, and local tax law changes to provide proactive advice.

Required Qualifications for Success

To excel as our Tax Analyst / Manager, you'll need a solid foundation in taxation combined with hands-on experience. Robert Half prioritizes candidates who demonstrate:

• A Bachelor's degree in Accounting, Taxation, Finance, or a related discipline; Master's or CPA strongly preferred.
• 3-5 years of progressive experience in tax preparation, ideally with high net worth individuals (HNWIs).
• Deep knowledge of U.S. tax codes, including IRC sections relevant to estates, trusts, and investments.
• Proficiency in industry-leading software like CCH Axcess, UltraTax, or Thomson Reuters GoSystem.
• Exceptional analytical skills for complex research and problem-solving.
• Strong communication abilities, with experience in training and content creation.
• Proven ability to manage multiple priorities in a fast-paced, remote environment.
• Impeccable attention to detail and ethical commitment to compliance.

Robert Half values diversity and inclusion, welcoming applicants from all backgrounds who bring unique perspectives to tax challenges.

Why Join Us? Benefits and Career Growth

Partnering with Robert Half means more than just a job—it's a launchpad for your tax career. Enjoy a competitive $80,000 annual salary, fully remote flexibility allowing you to work from Albany, NY, or anywhere with reliable internet. Our benefits package includes comprehensive health coverage, 401(k) matching, generous PTO, and professional development stipends for CPA maintenance or advanced certifications.

Thrive in a boutique environment where your contributions directly impact client success and firm growth. Gain exposure to elite high net worth clients, hone consulting skills, and build a portfolio of training content that positions you as an industry thought leader. Robert Half offers seamless career mobility, connecting you to thousands of tax roles nationwide.

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Apply today through Robert Half to secure your place in this exciting Tax Analyst / Manager role. With over 700 words of detailed insights, this is your gateway to professional fulfillment in taxation.