What are the responsibilities and job description for the Sr. Tax Advisor position at Robert Half?
Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position is responsible for providing expert tax preparation, tax planning, and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll play a key role in business growth and career development opportunities.Key Responsibilities:Tax Preparation and PlanningPrepare individual (1040), partnership (1065), S-Corp (1120S), C-Corp (1120), trust (1041), and gift (709) tax returns for clients and their associated businesses and entities.Provide secondary support in the preparation of gift tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting.Respond to client inquiries related to retirement planning, asset sales, business formation, and dissolution.Review and address tax notices and audit responses from federal and state authorities.Amend tax returns as necessary.Identify and recommend proactive tax planning opportunities that align with clients' comprehensive financial plans (e.g., retirement account strategies).Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals.If interested in this role, please reach out to Ren Friedman via LinkedIn
Salary : $130,000 - $140,000
