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Robert Half Senior Accountant at Family Office in Lafayette, California

Description

Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Join a top private equity firm based in the East Bay. You'll enjoy a good salary, bonuses, and benefits. Plus, you can work a mix of office and remote hours. Our office is near BART, hosts fun team activities and offers plenty of chances to move up. You’ll work with top-tier consumer companies and receive mentorship from industry pros.

We're looking for a friendly tax expert who can plan strategically and work with our leadership on tasks beyond the usual accounting roles.

Responsibilities:

  • Plan and manage the income tax returns for high-earning individuals in the firm.

  • Work on tax estimates and extensions for individuals.

  • Research tax issues and handle tax notices.

  • Assist managers with extra tax projects.

  • Work with the tax team on complex tax planning.

  • Help manage tax work with outside service providers.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Requirements

  • 3+ years of experience in investment management, fund accounting experience

  • Bachelor's Degree in Accounting, Finance, or a similar field.

  • Experienced in serving high-net-worth clients.

  • Understands flow-through entities.

  • Professional and excellent at communicating.

  • Ready to roll up your sleeves and has a curious mindset.

  • The ability to thrive in a fast-paced, collaborative environment.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

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.

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 (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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