Tax Accountant
Company: Robert Half
Location: San Francisco
Posted on: January 18, 2026
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Job Description:
Job Description Job Description Reach out to Michelle Espejo via
email or LinkedIn for additional information or questions. Senior
Tax Preparer| Wealth Management Firm| San Francisco| Hybrid Join a
purpose-driven wealth management firm redefining client service and
community impact. This nationally recognized team delivers
personalized strategies for high-net-worth clients, combining
innovative investment planning with values-led operations. You’ll
work in a collaborative, growth-focused environment with strong
benefits, wellness and development stipends, and support for
volunteer and charitable efforts. Responsibilities Lead preparation
and review of individual tax returns (primarily 1040) Work directly
with clients to collect info, answer questions, and guide them
through the tax process Support estate and gift tax planning;
1041/1065 experience a plus Prepare California and multi-state
returns Conduct tax projections and provide strategic guidance on
compliance Stay current on tax laws and communicate complex issues
clearly Partner with wealth advisors and support internal education
initiatives For fastest consideration, reach out to Michelle Espejo
via email or LinkedIn. CPA or EA preferred 3 years tax prep
experience with high-net-worth clients Proficiency in Lacerte
required Strong experience in advanced tax topics: QSBS, 1031
exchanges, Opportunity Zones, charitable giving, stock
compensation, retirement planning, capital gains, and tax-loss
harvesting Excellent communication, organization, and
client-service skills Ability to work independently in a
fast-paced, dynamic environment Tech-savvy with a drive for
professional growth Interested or even just curious? Reach out to
Michelle Espejo via email or LinkedIn. Michelle is a Permanent
Placement Recruiter at Robert Half Financial Services. Happy to
connect even if not actively looking and just curious about the
market.
Keywords: Robert Half, Rancho Cordova , Tax Accountant, Accounting, Auditing , San Francisco, California
