Client Tax Accountant

Job Description

Job Description

Are you a tax professional in public accounting seeking strong compensation, excellent benefits, and better long-term career flexibility? Dawoud Kazimee with Robert Half is searching for a Client Tax Accountant to support individuals with tax planning, preparation, and filing services. This role is ideal for someone who enjoys advising clients directly, interpreting complex tax matters, and preparing accurate returns across multiple jurisdictions. You’ll also partner closely with financial planning professionals to align tax guidance with broader client objectives.

Our client, a highly established firm in the financial services industry, is building a new client-facing tax services team and hiring Tax Accountants. This is a unique opportunity to join a newly formed group supporting high-net-worth clients with tax preparation, filing, planning, and consulting.

If you enjoy tax work and client interaction but want to step away from the traditional CPA firm model, this could be an excellent next move.

Why consider this opportunity?

• Strong compensation plus bonus (posted salary range does not include bonus)
• Outstanding benefits, including 100% paid health, dental, and vision premiums for employees and dependents
• Better work-life balance with a 45-hour workweek and minimal overtime
• Ability to fully unplug outside of work hours
• Opportunity to join a new and growing team with strong visibility
• Long-term career mobility into other areas of the business

What you’ll do:

• Prepare federal, state, and local individual income tax returns
• Work with Forms 1040 and supporting documents including W-2s, 1099s, and K-1s
• Advise clients on tax compliance, filings, and planning opportunities
• Research tax questions and help resolve filing issues and discrepancies
• Partner with financial planning teams to support broader client goals
• Maintain organized documentation and clearly communicate tax outcomes to clients

**This role will be fully onsite for a training period of 3–6 months and then will move to a hybrid schedule, typically 1–2 days remote per week.**

**Posted salary ranges do not include bonus. Candidates can expect a strong discretionary bonus in addition to base salary.**

Please reach out to Dawoud Kazimee with Robert Half to review this position. Job Order: 03600-0013508850

• At least 3 years of tax experience in a public accounting environment.
• Bachelor’s degree in Accounting or a closely related discipline.
• Hands-on experience preparing individual income tax returns.
• Strong background in tax preparation, including supporting forms and related filings.
• CPA or Enrolled Agent credential preferred, or active progress toward obtaining one.
• Demonstrated ability to work directly with clients in a consultative and detail-oriented manner.