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Robert Half Hybrid Sr Tax Accountant || Family office || Great Culture in San Francisco, California


Please reach out to Katie Nealis via LinkedIn with your updated resume or call (650)388-2698 to be considered for the opportunity below.

Our client is a family office located in San Francisco with a fantastic mission.

The Senior Tax Accountant's responsibilities include:

  • 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

The Tax team is collegial and hard‐working, forward‐looking as well as managing the current and past tax records. The office setting is hospitable, calm, and friendly, and the work is intellectually stimulating.


The ideal candidate:

  • 2+ years of tax experience in with partnership experience

  • PLUS: Trust experience or someone with experience in the private wealth group

  • 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

  • Need to be fully vaccinated

  • Professionalism, dependability, integrity and trustworthiness with confidential info

  • Motivated self-starter, Deadline Oriented, Multi-task, Organized and excellent attention to detail

Why work here?

  • Hybrid Schedule

  • Amazing culture

  • Great compensation and learning opportunities

For details on salary, benefits and more detail, please reach out to Katie Nealis via LinkedIn or call (650)388-2698.

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.

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