Tax Associate

Description Tax Accountant - High Net Worth & Trusts (Confidential Opportunity) San Gabriel Valley, Greater Los Angeles, CA Are you an experienced tax professional who thrives working with high net worth individuals, families, and their trusts? An esteemed boutique public accounting firm in the San Gabriel Valley is seeking a talented Tax Accountant to join their dynamic, collaborative team. This confidential search is managed by Robert Half. About the

Firm:

Our client is a highly regarded boutique CPA firm offering comprehensive tax services to ultra-high net worth individuals, trusts, and foundations. Known for its outstanding culture, supportive leadership, and strong work/life balance, this firm provides an exceptional environment for professionals seeking both meaningful work and quality of life.

Key Responsibilities:

+ Prepare and review federal and state tax returns for high net worth individuals, trusts, foundations, partnerships, and S-corporations + Perform agreed-upon procedures, including periodic bookkeeping and compliance projects + Provide proactive client service and build long-term client relationships + Stay current on tax laws as they pertain to high net worth, trusts, and related entities + Collaborate with partners and senior staff on complex engagements

Requirements Qualifications:

+ Bachelor's degree in Accounting, Finance, or related field required + Minimum 2 recent tax seasons in a public accounting environment required + CPA preferred (or actively pursuing certification) + Experience preparing trust, HNW individual, and entity returns + Familiarity with CCH Axcess tax software a plus! + Strong organizational, communication, and client service skills while holding high confidentiality + Detail-oriented, able to manage multiple priorities Why Join? + Outstanding compensation and generous benefits + Ample opportunities for development and career progression + Flexible work arrangements and excellent work/life balance + Supportive, collegial team culture Ready to learn more? If you're seeking a rewarding, stable environment serving sophisticated clients, apply confidentially today! If you are already working with a recruiter from Robert Half, please contact them directly regarding job number 00320-0013418988 presented by Ameri Ramirez to expedite your candidacy for this role. 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 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .