Description We are seeking a dedicated professional to join our team clients team as they continue to grow! This role offers the opportunity to work on sophisticated financial scenarios, act as a liaison with advisors and attorneys, and contribute to the success of clients. Key Responsibilities (include but are not limited to): + Prepare and file various tax returns such as Individual income tax, Partnerships, S Corporations, Gift tax, and Private Foundation filings. + Address client or advisor inquiries regarding financial matters, including income tax, estate planning, asset/liability updates, and risk management considerations in consultation with legal experts. + Utilize QuickBooks for accounting tasks (experience preferred). + Leverage MS Office software (Excel, Word, PowerPoint) to develop and manage financial documents. + Support a wide range of client projects, such as LLC formations, filing LLC annual reports, and coordinating gifts from foundations. + Provide consultation on tax-related matters such as income tax planning, charitable giving strategies, estate planning, and residency/domicile concerns. + Develop and implement proactive tax strategies tailored to client needs. + Collaborate with legal teams to address tax-related matters and recommendations. + Coordinate with clients’ employers to monitor compensation plans, deferred compensation, and equity awards (e.g., RSUs). + Oversee or prepare net worth summaries, cash flow reports, and financial analysis on a monthly or quarterly basis using tools like QuickBooks and Excel. Requirements Qualifications and Skills: + Strong organizational skills with exceptional attention to detail and accuracy. + Effective interpersonal and communication abilities, including verbal and written skills. + Proficient in QuickBooks, Microsoft Office Suite (Excel, Word, PowerPoint), and Outlook. + Familiarity with Lacerte software is desirable though not mandatory. + Deep knowledge of taxation laws applicable to high-income individuals and estates. + Experience advising on asset structuring for privacy, security, and legal protection. + Understanding of common estate planning techniques and their applications. Education, Credentials, and Experience: + Bachelor’s degree in Accounting or related field (preferred). + Current CPA certification or CPA candidate. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .