Senior Tax Accountant at Family Office

Job description
Description

Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Join a prominent global investment firm located in the East Bay as a Senior Tax Analyst! Enjoy a flexible hybrid schedule and a competitive compensation package, including bonuses, equity, and comprehensive benefits.

Thrive in a collaborative environment with impressive offices, convenient BART access, and engaging team activities. Experience ample opportunities for career advancement and benefit from top-notch mentorship while contributing to the success of esteemed consumer-driven companies.

Our client seeks a personable tax professional skilled in strategic planning, prepared to collaborate with leadership beyond traditional accounting roles.

Key Responsibilities
• Develop strategies for income tax returns of high net worth individuals within the firm and manage fiduciary returns for the family office as needed.
• Formulate plans and complete quarterly income tax estimates and annual extensions for individuals.
• Conduct research on tax-related issues and address tax notices.
• Support tax managers with special projects as required.
• Collaborate with the tax team on advanced modeling and tax planning initiatives.
• Assist in coordinating tax engagements with external providers.

Requirements
• Bachelor’s degree in Accounting or a related field
• CPA certification preferred
• 3-6+ years of Tax experience, ideally from a Big 10 firm
• Background in serving Ultra High Net Worth (UHNW) or High Net Worth (HNW) clients
• Strong understanding of flow-through entities
• Demonstrated professional demeanor and excellent communication skills
• Enjoy being hands-on and have a curious mindset

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit

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