Senior Corporate Tax Accountant - Join a Prestigious Foundation in Menlo Park, CA

Robert Half is excited to present an exceptional career opportunity for a Senior Corporate Tax Accountant with a well-established private/investment foundation managing over $13 billion in assets under management (AUM). Ranked among the top 15 organizations in the US, this role offers unparalleled stability, work-life balance, and a clear career path in the heart of Menlo Park, California. If you're a tax professional passionate about compliance, strategic planning, and optimizing tax positions for high-stakes investment entities, this position is your next step. Earn $115K-$130K base plus bonus and amazing benefits while contributing to a dynamic team in one of the nation's most prestigious foundations.

About the Role

The Senior Corporate Tax Accountant plays a pivotal role in ensuring the Foundation's full compliance with complex tax laws while proactively optimizing its tax strategy. This position involves hands-on tax return preparation, data management, regulatory analysis, and audit support. You'll work closely with internal teams, external tax advisors, and auditors to safeguard the organization's interests. With a focus on private foundation tax forms like 990-PF and 990-T, investment portfolio reconciliations under GAAP and IRS rules, and tracking intricate items like K-1s from partnerships and foreign entities, this role demands precision, foresight, and expertise. Ideal for seasoned tax accountants seeking impact in a stable, high-profile environment, this full-time position in Menlo Park, CA, combines technical rigor with collaborative energy.

Key Responsibilities

In this critical role, you'll drive tax excellence through diverse, high-impact duties:

• Proactively partner with tax advisors and internal teams to craft comprehensive tax planning and strategy.
• Collect, organize, and track essential tax data, including K-1s from partnerships and documents from foreign corporations.
• Prepare and file the Foundation's core tax returns, such as 990-PF and 990-T, along with state and other jurisdictional filings.
• Manage timely submissions of all returns, payments, quarterly estimates, and extensions while actively monitoring tax provisions.
• Analyze emerging tax laws and regulations, collaborating with advisors and counsel to evaluate impacts and implement compliance procedures.
• Lead audit preparedness efforts, maintaining robust processes and documentation for potential IRS audits.
• Develop detailed workpapers for audited financial statements and assist the audit team with research and reconciliations on complex transactions.
• Support the accounting and reconciliation of the $13B+ investment portfolio in full adherence to GAAP and IRS regulations.

These responsibilities ensure the Foundation remains agile, compliant, and optimized in a rapidly evolving tax landscape.

Required Qualifications

To thrive in this Senior Tax Accountant role, candidates should possess:

• A Bachelor's degree in Accounting, Finance, Taxation, or a related field (Master's or CPA preferred).
• At least 5-7 years of progressive experience in corporate tax accounting, ideally with private foundations, investment firms, or nonprofits.
• Deep expertise in US federal and state tax compliance, including Forms 990-PF, 990-T, K-1 handling, and tax provisions.
• Proven ability to interpret complex tax regulations and collaborate with external professionals.
• Strong technical skills in Excel, tax preparation software, and financial reconciliation tools.
• Exceptional analytical, organizational, and communication skills for audit support and team collaboration.
• Experience with investment portfolio accounting under GAAP/IRS guidelines is highly desirable.

Robert Half prioritizes candidates who demonstrate proactive problem-solving and a commitment to excellence in tax management.

Why Join Us

Partner with Robert Half to advance your career at this elite foundation offering more than just a job—it's a launchpad for long-term success. Enjoy a competitive salary of $115,000-$130,000 annually, performance bonuses, and an outstanding benefits package including comprehensive health coverage, retirement plans, and generous PTO. Benefit from exceptional work-life balance in a supportive, dynamic team environment. With over $13B in AUM and top-15 US ranking, this organization provides unmatched stability and growth opportunities in Menlo Park, California. Contact Christina Tran at Robert Half today to learn more and apply for this rewarding Tax Senior Corporate Accountant position. Shape the future of tax strategy in a prestigious setting—your expertise is needed now!