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Robert Half Tax Sr. in Palo Alto, California


Jonathan Spielvogel of Robert Half is working with a South Bay Financial Services firm that is seeking a Tax Senior who will be responsible for review of work papers and client deliverables (i.e. tax returns), coordination of client projects and due dates. This individual directly supports the Client Service Partner.

Responsibilities include:

  • Review all tax deliverables - returns and related filings (extensions, etc.) for assigned clients/entities. Maintain work standards that minimize risk exposure

  • Provide detailed focus on assigned projects, and alert the Partner of technical tax issues that may arise; participate in discussions regarding resolution of tax issues

  • Manage staff assigned to clients/entities as well as the various due dates; coordinate staffing schedules with other Managers/Senior Managers to keep staff busy

  • Identify potential tax issues and come up with possible solutions

  • Deliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal (Partner) and external (client) expectations. Apply tax knowledge to individual client situations

  • Develop ability to research technical tax issues and assist client service team in forming conclusions related to complex tax issues, including related Memo of Advice

  • Support management of existing client revenue through review of work in progress (WIP's) and preparation of billings for special projects/consulting services provided to the client

  • Proactively communicate areas where technical tax knowledge is needed, and work with Partner to determine personal development • Mentor and help train and supervise tax associates/seniors

    Requirements Annual Tax

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