Tax Analyst/Manager/Director - Remote

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 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.

• Coordinate with external specialists when estate tax return preparation is outsourced, while contributing to estate-related tax planning as needed.

If you are interested in this role, please reach out to Jeff Abrams via LinkedIn

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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.

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Qualifications

• • 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

Work for Warriors is a no-cost employment program of the California Military Department for Service Members, Veterans, and military family members. The Veteran Staffing Consultant for Robert Half is Tracey Huerta.