Senior Tax Accountant for Management Co. of Leading VC Firm

Description Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Located in the Bay Area, our client is a leading venture capital firm in a dynamic industry. Collaborate with influential Bay Area entrepreneurs and investors, shaping the future alongside these leaders.Enjoy a balanced work-life with a standard 40-hour week year-round, remote flexibility and top-tier benefits including family coverage at low cost. Our profit-sharing plan promotes longevity and loyalty, making our culture a home for many long-term team members.Responsibilities of a senior tax accountant entail:

Prepare income tax filings for various individual, partnership, and fiduciary returns within the family office.

Developing and preparing quarterly income tax estimates and annual extensions for individual, partnership, and fiduciary returns within the family office.

Conducting investigations into tax-related issues.

Managing and responding to tax notifications.

Requirements

Minimum 4 years of tax experience, specializing in high net worth individuals (Form 1040).

Strong preference for candidates with trust experience or background in private wealth (PCS group) and CPA certification.

Hands-on experience with complex tax forms including Form 1040 (individual returns), K-1 (partnership, real estate), and trust filings.

Preferential consideration for those with a background in investment-focused clientele rather than real estate or operating businesses.

Demonstrated professionalism, dependability, integrity, and ability to handle confidential information securely.

Motivated self-starter with a keen sense of deadlines, adept at multitasking, and exceptionally organized with meticulous attention to detail.

Familiarity with CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner is advantageous.

Proficiency in Adobe and MS Office suite, particularly Excel.

Strong verbal and written communication skills.

Highly motivated team player capable of working independently with minimal supervision.

Knowledge of the venture capital industry and investments is a desirable asset.

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.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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) .