Tax Accountant - Wealth Management Firm jobs in United States
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Robert Half · 1 day ago

Tax Accountant - Wealth Management Firm

Robert Half is a team of financial professionals committed to delivering comprehensive, personalized solutions. They are seeking a Tax Accountant who will prepare and review tax returns, manage client engagements, and ensure compliance with tax laws.

ConsultingHuman ResourcesRecruitingSecurity
Hiring Manager
Ren Friedman, CPA
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Responsibilities

Prepare and review business and individual tax returns, including 1040s, S-Corps, C-Corps, Partnerships, Fiduciary, and Non-Profit filings
Deliver high-quality, personalized service that exceeds client expectations
Manage client engagements with professionalism and responsiveness
Represent clients before the IRS and FTB for audits, collections, and correspondence
Maintain compliance with all relevant tax laws and regulations
Conduct in-depth tax research and provide strategic guidance
Contribute to the improvement of internal systems and processes
Maintain detailed, organized, and accurate records of client documents and interactions

Qualification

Tax experienceIndividual tax knowledgeBusiness tax knowledgePartnership tax knowledgeProfessionalismDependabilityDeadline orientedOrganizedCommunication skillsIntegrityMotivated self-starterAttention to detail

Required

5+ years of tax experience, ideally someone who has knowledge and done individual, business, and partnership tax
Open to someone with less years of experience if they have excellent communication skills
Open to tax professionals with individual, business or partnership tax, huge plus is if they have individual tax
Professionalism, dependability, integrity and trustworthiness with confidential info
Motivated self-starter, Deadline Orientated, Multi-task, Organized and excellent attention to detail

Company

Robert Half

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🔒 At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.roberthalf.com/us/en/fraud-alert.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Keith Waddell
President and CEO
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Paul Gentzkow
President and Chief Executive Officer, Talent Solutions
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