Opportunity Description
Description
Jeff Abrams with Robert Half is looking for a detail-oriented tax specialist to lead complex compliance and planning work for high-net-worth individuals, trusts, and closely held entities for his client. This position blends hands-on return preparation with technical review, year-round projections, and strategic guidance for clients with sophisticated financial profiles. The role also partners with internal leadership and advisors to support entity-level tax matters, owner planning, and integrated wealth strategies.
Responsibilities:
• 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 perso...
Jeff Abrams with Robert Half is looking for a detail-oriented tax specialist to lead complex compliance and planning work for high-net-worth individuals, trusts, and closely held entities for his client. This position blends hands-on return preparation with technical review, year-round projections, and strategic guidance for clients with sophisticated financial profiles. The role also partners with internal leadership and advisors to support entity-level tax matters, owner planning, and integrated wealth strategies.
Responsibilities:
• 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 perso...
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