Private Equity Senior Tax Associate in Lafayette, California

Description

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

Join a prestigious global private equity firm located in the East Bay as a Senior Tax Analyst. This exciting role features a flexible HYBRID schedule, competitive compensation, bonuses, equity, and comprehensive benefits. Immerse yourself in a collaborative atmosphere, with impressive office space, easy BART access, and engaging team activities. You’ll enjoy abundant opportunities for career growth and exceptional mentorship while playing a vital role in the success of leading consumer-driven companies.

Our client is looking for a personable tax professional with strategic planning expertise, eager to work alongside leadership in innovative ways beyond traditional accounting roles.

Key Responsibilities:

• Craft and implement strategies for income tax returns of high-net-worth individuals, managing fiduciary returns for the family office as needed.

• Plan and prepare quarterly income tax estimates and annual extensions for individuals.

• Conduct research on tax issues and efficiently address any tax notices.

• Support tax managers with special projects as required.

• Collaborate with the tax team on advanced modeling and tax planning initiatives.

• Coordinate tax engagements with external providers for seamless execution.

  Requirements

• Bachelor’s degree in Accounting or a related field.

• 3-6+ years of Tax experience, ideally from a Big 10 firm, serving private equity clients

• Experience serving Ultra High Net Worth (UHNW) or High Net Worth (HNW) clients.

• Strong understanding of flow-through entities.

• Demonstrated professionalism with excellent communication skills.

• A hands-on approach and a curious mindset.

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.

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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.

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