Tax Director/Manager - Corporate

Position Overview

The Tax Manager / Senior Tax Accountant will be responsible for the preparation and review of client tax returns, proactive tax planning, and ongoing client advisory services. The successful candidate will work closely with wealth advisors and clients to identify opportunities that minimize tax liabilities and support long-term financial goals.

This position does not initially include staff supervision responsibilities, allowing the individual to remain focused on client service, tax compliance, and planning.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for:
• High-net-worth individuals
• Trusts and estates
• Small businesses and closely held entities
• Provide year-round tax planning and advisory services to clients
• Identify tax-saving opportunities and develop strategic tax solutions
• Analyze client financial information and ensure compliance with tax regulations
• Research tax issues and communicate recommendations to clients and advisors
• Coordinate with wealth management professionals to deliver integrated financial and tax planning solutions
• Assist clients with tax notices and other compliance-related matters
• Maintain current knowledge of federal, state, and local tax laws

Work Schedule

• 50–60 hours per week during tax season
• Return to a standard professional schedule outside of tax season
• 100% in-office position

Qualifications:

Qualifications

Required

• Active CPA license
• Minimum 7+ years of public accounting or tax experience
• Strong experience preparing and planning for:
• Individual tax returns (Form 1040)
• Trust and estate returns
• Small business tax returns
• Proven ability to work directly with clients and provide consultative tax advice
• Strong technical tax research and analytical skills
• Excellent communication and relationship-building abilities

Preferred

• Experience with UltraTax software
• Experience serving high-net-worth individuals and family groups
• Prior exposure to wealth management, financial planning, or family office environments

Compensation

$120,000.00-$160,000.00 Yearly

About 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.

© 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 and Privacy Notice.