Client Tax Accountant

About the role

Dawoud Kazimee with Robert Half is seeking a Client Tax Accountant to support high‑net‑worth individuals with tax planning, preparation, and filing services. The position involves direct client advising, interpreting complex tax matters, and collaborating with financial planning professionals to align tax guidance with broader client objectives. The role is part of a newly formed client‑facing tax services team within a well‑established financial services firm.

Responsibilities

• Prepare federal, state, and local individual income tax returns, including Forms 1040 and supporting documents such as W‑2s, 1099s, and K‑1s.
• Advise clients on tax compliance, filings, and planning opportunities.
• Research tax questions, resolve filing issues, and address discrepancies.
• Partner with financial planning teams to support broader client goals.
• Maintain organized documentation and clearly communicate tax outcomes to clients.

Requirements

• At least 3 years of tax experience in a public accounting environment.
• Bachelor’s degree in Accounting or a closely related discipline.
• Hands‑on experience preparing individual income tax returns.
• Strong background in tax preparation, including supporting forms and related filings.
• CPA or Enrolled Agent credential preferred, or active progress toward obtaining one.
• Demonstrated ability to work directly with clients in a consultative and detail‑oriented manner.

Compensation

Strong base salary with a discretionary bonus (salary range does not include bonus). The posted salary ranges reflect base pay only; candidates can expect a strong discretionary bonus in addition to base salary.

Benefits

• 100% paid health, dental, and vision premiums for employees and dependents.
• Comprehensive benefits package for contract/temporary professionals, including medical, vision, dental, life, and disability insurance.
• Eligibility to enroll in the company 401(k) plan.
• Access to free online training and career development resources through Robert Half.

Schedule

45‑hour workweek with minimal overtime and a focus on work‑life balance. The role will be fully onsite for a 3–6 month training period, then transition to a hybrid schedule (typically 1–2 days remote per week). Ability to fully unplug outside of work hours.