Sr. Tax Accountant

Description We are looking for an experienced Senior Tax Accountant to join our team in Calabasas, California. This role is ideal for a proactive and meticulous individual with expertise in tax preparation, accounting, and financial planning for small businesses. You will collaborate closely with clients and internal teams, leveraging technology and innovative tools to deliver exceptional service in a virtual environment. Responsibilities: u2022 Conduct monthly reviews of client financial records, ensuring accuracy and completeness in collaboration with the bookkeeping team. u2022 Lead quarterly virtual meetings with clients to analyze financial performance, discuss tax strategies, and offer valuable business insights. u2022 Develop and execute tax planning initiatives for business owners, including officer payroll adjustments and year-end projections. u2022 Prepare and review individual and business tax returns, ensuring compliance with state and federal regulations. u2022 Utilize Intuit ProConnect Tax Software for tax preparation, with training available for candidates unfamiliar with the platform. u2022 Communicate effectively with clients to clarify tax positions, highlight potential savings, and provide ongoing support during tax season. u2022 Partner with bookkeeping and tax teams to streamline workflows and maintain high levels of client satisfaction. u2022 Stay updated on emerging technologies and tools, including AI, to enhance operational efficiency and deliver innovative solutions. u2022 Ensure compliance with tax regulations for S Corporations, Partnerships, and individual clients. Requirements u2022 Minimum of 3 years of experience in public accounting, specializing in small businesses or detail-oriented practices. u2022 Advanced proficiency in QuickBooks Online and Microsoft Excel, including pivot tables, formulas, and reconciliations. u2022 Solid background in business and individual tax preparation; familiarity with ProConnect is an advantage but not mandatory. u2022 Knowledge of tax compliance requirements for S Corporations, Partnerships, and Individuals. u2022 Strong communication skills, both written and verbal, with the ability to lead virtual client meetings during Pacific business hours. u2022 Exceptional organizational skills and the ability to manage multiple client accounts independently in a remote work setting. u2022 Interest in utilizing technology and AI tools to improve client service and efficiency. u2022 CPA or EA certification preferred, though not required. Robert Half is the worldu2019s 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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-11-15