Robert Half is Hiring a Tax Associate - Wealth Management Firm Near San Francisco, CA
Position: Tax AssociateLocation: San Francisco, CADuration: 3 month contract with possible extensionPosition Overview: Robert Half is partnering with a leading tax advisory specializing in providing comprehensive financial services to high net worth individuals. As a Tax Associate specializing in high net worth individuals, you will play a pivotal role in the tax advisory team, responsible for preparing and reviewing tax returns, conducting research on tax issues, and providing strategic recommendations to minimize tax liabilities for esteemed clients.Key Responsibilities:Tax Preparation and Review: Prepare and review complex tax returns (individual, trust, partnership) for high net worth clients ensuring accuracy and compliance with federal, state, and local tax regulations.Client Consultation: Engage with clients to gather necessary financial information, advise on tax-saving opportunities, and provide proactive tax planning strategies tailored to individual client needs.Research and Analysis: Conduct in-depth tax research on complex issues related to high net worth individuals, analyze tax implications of various scenarios, and recommend strategies for tax optimization and risk mitigation.Collaboration: Work closely with senior tax professionals, wealth advisors, and legal teams to provide integrated financial solutions and comprehensive tax advice.Documentation and Compliance: Maintain organized and accurate client files, adhere to regulatory requirements, and stay updated with changes in tax laws and regulations.