Tax Associate
We are seeking a detail-oriented and client-focused Tax Associate to join our clients growing tax practice specializing in high net worth individuals, families, trusts, and closely held entities. This is a fully remote position offering the opportunity to work with sophisticated tax matters in a collaborative and flexible environment.
The ideal candidate has strong technical tax knowledge, excellent organizational skills, and a proactive approach to client service. You will work closely with managers and partners on tax compliance, tax planning, and advisory projects for high-income and ultra-high-net-worth clients.
Key Responsibilities
- Prepare and review federal and state individual income tax returns (Forms 1040)
- Assist with preparation of trust, gift, partnership, and S corporation returns
- Analyze client financial information, including brokerage statements, K-1s, and investment activity
- Support tax planning strategies for high net worth individuals and families
- Conduct tax research and summarize findings clearly and concisely
- Communicate directly with clients and internal team members regarding tax documents and deadlines
- Monitor tax law changes affecting individual and passthrough taxation
- Maintain organized electronic workpapers and documentation
- Assist with notices, estimated tax calculations, and other client service matters
Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field
- CPA license or CPA track preferred
- 1–4+ years of public accounting or individual tax experience
- Experience preparing complex individual tax returns preferred
- Familiarity with trusts, partnerships, and investment reporting is a plus
- Strong understanding of federal and state tax compliance
- Experience with tax software such as CCH Axcess, GoSystem, UltraTax, or similar
- Excellent communication and time management skills
- Ability to work independently in a remote environment while collaborating effectively with a team
Compensation
$75,000.00-$95,000.00 YearlyAbout Us
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 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.
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