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Robert Half International In-House Senior Tax Accountant – Family Office in Oakland, California


Please email your resume to Ren Friedman, CPA (ren-friedman-cpa-70a3987) or call (415) 434-1900 extension 21262 to be considered for the opportunity below.

Our client is a successful family office and seeking an experienced Tax Accountant to join the growing Tax team. The Tax Accountant will report to and work closely with the Tax Managers, Senior Tax Manager, and Director of Tax. The family office oversees a large, highly complex trust structure with over 120 entities including onshore (U.S.) and offshore trusts, family partnerships and a U.S. family foundation. The Foundation’s mission is to support innovative social change and social justice globally.


The idea candidate is someone who wants to grow in a non-hierarchical and friendly environment with great mentorship and learning opportunities:

  • Needs to have public accounting experience and is at the experienced level position (which would be around 3+ years), preferably with high net worth clients

  • Preparation of K-1 activity journal entries and year-end closing entries; preparation of journal entries related to tax accounting; and preparation of monthly partnership accounting for investment partnerships.

  • Support the tax planning, compliance, and preparation efforts for family members and their related partnerships, trusts, estates, charitable entities and investments as needed.

  • Preparation of trust, individual, partnership, LLC, corporate, foundation, and gift tax returns and work papers as needed

  • CPA or EA is not needed. It would be nice to see someone who wants to get their CPA or EA. Shows dedication to the profession

Why work here:

  • Team Dynamic: Extremely nice people, collaborative and supportive environment, values teamwork, patient, appreciative of each other’s work

  • The work complex: Several income producing entities, different types of companies, large amount of money they are managing, will be exposed to a variety of accounting work

  • Leadership is really good at knowledge sharing

  • 100% medical, dental, vision coverage for EE and family

  • 15% employer contribution to 401K

  • $5K per year donor advised fund

  • PTO: 3 weeks, 1 week of sick time

  • Paid cell phone $150/month

  • Gym: $50/month

  • Paid professional development course (CPE, CPA, etc.)

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

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Salary: DOE

Location: Oakland, CA

Date Posted: February 20, 2021

Employment Type: Full-time

Job Reference: 00412-9502860357

Staffing Area: Full-Time Accounting u0026 Finance