Robert Half Finance & Accounting Tax Associate - Boutique RIA in San Francisco, California
For consideration, please send your resume to: email@example.com One of the most prestigious wealth management firms in San Francisco is looking to add an Investment Tax Associate to their growing team. Tax planning is an essential component to financial planning and individuals with tax knowledge are in high demand. Our client manages over $4 Billion of assets and their minimum account size is $10 million. This role will support the wealth management advisers as well as be the go-to person for tax planning and strategy. Additional duties will include: - Work with clients on specific tax issues - Review client's individual tax returns - Publish white papers on tax related issues - Train wealth management staff on relevant tax subjects
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
Req ID: 00412-9501127819
Functional Role: Accountant
City: San Francisco
Postal Code: 94111
Requirements: Qualifications: - Up to 3 years of tax experience with high net worth individuals - CPA preferred - Strong excel skills - Strong ability to communicate complicated tax ideas in a simple manner