From Tax Compliance to Financial Planning | A Career-Definin
Robert Half · San Ramon, CA · 2 wk ago
On-siteFinanceFull-time
What You'll Do
- Identify proactive tax planning opportunities by reviewing client tax returns
- Prepare tax projections and multi-year planning strategies
- Analyze Roth conversions, RMDs, charitable giving, IRMAA, and capital gain strategies
- Participate in client meetings alongside advisors
- Build cash flow analyses and financial planning recommendations
- Collaborate with CPAs, EAs, and other client advisors
Who They're Looking For
- Active CPA or EA
- 5+ years of tax experience
- Strong individual tax preparation and review experience
- Passion for tax planning and financial planning
- Excellent communication skills and a client-first mindset
Why You'll Love It
- Escape the busy-season lifestyle and enjoy year-round planning work
- No business development, prospecting, or cold calling
- Strong mentorship and a clearly defined career path into financial advising (if desired)
- Continuing education and licensing support
- Competitive bonus, excellent benefits, 401(k), and PTO
- Join a collaborative team that invests in your long-term success