Description
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you're just curious about the market.
✨ Senior Tax Accountant
Palo Alto, CA (Hybrid)
Venture Capital & Family Office Environment
Competitive Base + Bonus + Profit Sharing
This is a rare opportunity to step beyond traditional public accounting and work alongside some of the most sophisticated investors, entrepreneurs, and high-net-worth families in the country.
We're partnering with a highly respected investment organization seeking a Senior Tax Accountant to play a key role supporting complex tax matters for investment-focused individuals, trusts, partnerships, and family entities. If you're looking for intellectually stimulating work, exceptional work-life balance, and long-term career growth in a collaborative environment, this role deserves a closer look.
What You'll Be Doing
Prepare and review complex individual tax returns (Form 1040)
Work with partnership, trust, and investment-related tax reporting, including K-1s
Support tax planning and compliance for high-net-worth individuals and family structures
Partner closely with accounting, finance, and external advisors on tax matters
Research tax issues and help drive process improvements and efficiencies
Handle highly confidential financial information with professionalism and discretion
Why Professionals Are Excited About This Opportunity
Exposure to an elite investment ecosystem that's typically difficult to access
Direct interaction with sophisticated investors, entrepreneurs, and multi-generational family structures
Collaborative, tenured team with a strong mentorship and development mindset
⚖️ Exceptional work-life balance, averaging roughly 40-hour weeks throughout the year
Premium employee benefits with minimal out-of-pocket costs
Meaningful profit-sharing program on top of salary and bonus
Flexible work arrangement with California-based remote options
Long-term career growth within a stable organization that invests heavily in its people
Requirements
What We're Looking For
✅ 4+ years of tax experience
✅ Strong experience with high-net-worth individual taxation (Form 1040)
✅ Exposure to K-1s, partnerships, investment entities, and complex tax structures
✅ CPA preferred
✅ Trust & estate tax experience or Private Client Services (PCS) background is a major plus
✅ Detail-oriented, proactive, and comfortable operating in a hands-on environment
Ideal Backgrounds
Private Client Services (PCS)
High-Net-Worth Tax
Family Office Tax
Wealth Management Tax
Investment Partnership Tax
Trust & Estate Tax
Public Accounting professionals seeking a lifestyle upgrade without sacrificing complexity or compensation
If you're a tax professional who enjoys sophisticated client work but is ready for a more balanced and rewarding environment, we'd love to connect!
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.
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