Tax Analyst/Manager/Director

Robert Half · San Mateo, CA · Yesterday

RemoteRemoteAccountingFull-time

Manage the preparation and final review of individual and trust tax filings, with direct involvement in the most complex federal, California, and multi-state returns.
Oversee tax compliance for related business entities, including partnership, S corporation, and C corporation filings, while ensuring California-specific elections and required tax payments are completed accurately.
Prepare personal income tax returns for firm owners and support their ongoing tax compliance needs throughout the year.
Develop tax projections, estimate liabilities, and calculate quarterly payments for clients and principals to improve planning and cash flow management.
Partner with the Controller on year-end tax reporting activities, including entity tax calculations, adjusting entries, and book close support for affiliated entities.
Deliver planning guidance for clients with equity compensation, including analysis of tax impacts tied to stock-based awards and related transactions.
Identify opportunities to reduce tax exposure and improve overall efficiency through proactive planning across individual, trust, and entity structures.
Work closely with advisors to align tax recommendations with broader investment and wealth planning objectives.
Cook up with external specialists when estate tax return preparation is outsourced, while contributing to estate-related tax planning as needed.

Demonstrated experience preparing and reviewing tax returns for high-net-worth individuals and trusts.
Strong knowledge of federal and California individual income tax rules, including multi-state filing requirements.
Background handling tax compliance for partnerships, S corporations, and C corporations.
Ability to perform tax projections, estimate payments, and year-round planning for individuals and closely held entities.
Familiarity with equity compensation taxation, including the planning considerations associated with stock-based awards.
Understanding of trust, estate, and charitable planning concepts, including exposure to charitable remainder trusts and related structures.
Strong analytical judgment and attention to detail when managing complex returns and identifying planning opportunities.
Effective collaboration and communication skills for working with advisors, controllers, and high-net-worth clients.

Master's degree in Accounting, Finance, or a related field preferred.

CPA certification is not required but strongly preferred.

Minimum of 5 years of relevant experience in tax preparation and compliance.

Experience with complex tax issues and regulations, particularly those affecting high-net-worth individuals and trusts.

Proficiency in Microsoft Office Suite, especially Excel for tax projection and estimation.

Excellent interpersonal and communication skills, with the ability to work effectively with diverse stakeholders.

Ability to manage multiple projects simultaneously and meet tight deadlines.

Knowledge of tax laws and regulations, including state and local tax laws.

Experience with tax software such as TurboTax, TaxAct, or similar tools.

Experience with tax planning and compliance for closely held entities, partnerships, and trusts.

Experience with tax planning for high-net-worth individuals and trusts, including estate tax planning.

Experience with tax planning for equity compensation, including stock options and restricted stock units.

Experience with tax planning for charitable remainder trusts and other related structures.

Experience with tax planning for international clients, including foreign tax credits and treaty benefits.

Experience with tax planning for family-owned businesses and closely held entities.

Experience with tax planning for mergers and acquisitions, including tax implications of transactions.

Experience with tax planning for retirement plans, including IRAs and 401(k)s.

Experience with tax planning for real estate investments, including depreciation and capital gains taxes.

Experience with tax planning for self-employed individuals, including sole proprietorships and partnerships.

Experience with tax planning for small businesses, including S corporations and LLCs.

Experience with tax planning for non-profit organizations, including tax-exempt status and charitable contributions.

Experience with tax planning for high-net-worth individuals and trusts, including estate tax planning.

Experience with tax planning for high-net-worth individuals and trusts,

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