Tax Analyst/Manager/Director

DescriptionJeff Abrams with Robert Half is looking for a detail-oriented tax specialist to lead complex compliance and planning work for high-net-worth individuals, trusts, and closely held entities for his client. This position blends hands-on return preparation with technical review, year-round projections, and strategic guidance for clients with sophisticated financial profiles. The role also partners with internal leadership and advisors to support entity-level tax matters, owner planning, and integrated wealth strategies.Responsibilities:• Manage the preparation and final review of individual and trust tax filings, with direct involvement in the most complex federal, California, and multi-state returns.• Oversee tax compliance for related business entities, including partnership, S corporation, and C corporation filings, while ensuring California-specific elections and required tax payments are completed accurately.• Prepare personal income tax returns for firm owners and support their ongoing tax compliance needs throughout the year.• Develop tax projections, estimate liabilities, and calculate quarterly payments for clients and principals to improve planning and cash flow management.• Partner with the Controller on year-end tax reporting activities, including entity tax calculations, adjusting entries, and book close support for affiliated entities.• Deliver planning guidance for clients with equity compensation, including analysis of tax impacts tied to stock-based awards and related transactions.• Identify opportunities to reduce tax exposure and improve overall efficiency through proactive planning across individual, trust, and entity structures.• Work closely with advisors to align tax recommendations with broader investment and wealth planning objectives.• Coordinate with external specialists when estate tax return preparation is outsourced, while contributing to estate-related tax planning as needed.If you are interested in this role, please reach out to Jeff Abrams via LinkedIn Requirements• Demonstrated experience preparing and reviewing tax returns for high-net-worth individuals and trusts.• Strong knowledge of federal and California individual income tax rules, including multi-state filing requirements.• Background handling tax compliance for partnerships, S corporations, and C corporations.• Ability to perform tax projections, estimate payments, and year-round planning for individuals and closely held entities.• Familiarity with equity compensation taxation, including the planning considerations associated with stock-based awards.• Understanding of trust, estate, and charitable planning concepts, including exposure to charitable remainder trusts and related structures.• Strong analytical judgment and attention to detail when managing complex returns and identifying planning opportunities.• Effective collaboration and communication skills for working with advisors, controllers, and high-net-worth clients.Job typePerm