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Tax Senior
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-03-12
Listing for:
DeWinter Group
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Tax Accountant, Tax Manager, Tax Advisor, Accounting & Finance -
Accounting
Tax Accountant, Tax Manager, Tax Advisor, Accounting & Finance
Job Description & How to Apply Below
Tax Consultant
Duration:6–8 weeks
Start Date:Immediate / Next Week
OverviewOur client is seeking an experienced Tax Consultant specializing in Individual and High Net Worth (HNW) taxation to provide short-term coverage during the busy season. This role will focus heavily on complex individual income tax compliance, tax planning, and advisory support for high-net-worth individuals and closely held entities.
This is a hands‑on role requiring strong technical expertise, attention to detail, and the ability to independently manage complex returns in a fast‑paced environment.
Key Responsibilities- Lead preparation and review of complex Individual and High Net Worth tax returns
, including:- Form 1040 (highly complex individual returns)
- Multi‑state filings
- Foreign reporting (FBAR, FATCA, and other applicable disclosures)
- Gift and trust returns (Forms 709, 1041, 5227)
- Prepare and review flow‑through entity returns impacting HNW individuals:
- Partnerships (1065, CA 565/568)
- S‑Corps
- Related state compliance
- Prepare quarterly and annual tax projections and estimated payments for high‑income clients
- Assist with tax planning strategies for income deferral, estate and gift considerations, and multi‑state residency issues
- Research complex tax matters and prepare clear, well‑documented technical memoranda
- Review and file Secretary of State, Franchise Tax Board, gross receipts tax, and business property tax returns
- Ensure all deliverables meet the highest standards of accuracy, organization, and client‑ready presentation
- 3+ years of recent experience in public accounting with a strong focus on Individual and High Net Worth tax
- Proven experience handling complex 1040s with multiple income streams (investments, pass‑through entities, real estate, foreign assets)
- Bachelor’s degree in accounting, Finance, or related field (Master’s in Taxation preferred)
- CPA/Big 4 Background highly preferred
- Strong understanding of multi‑state tax compliance and residency issues
- Experience with trust, estate, and gift taxation preferred
- Exceptional attention to detail and commitment to confidentiality
Position Requirements
10+ Years
work experience
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