Tax Associate

Description We are looking for a detail-oriented Tax Associate to join our team in Santa Barbara, California. This contract position offers an excellent opportunity to work closely with high-net-worth clients and gain hands-on experience in tax preparation and compliance. You will play a key role in preparing and reviewing various tax returns, conducting research, and collaborating with team members to ensure accurate and timely filings.

Responsibilities:

- Prepare federal and state tax returns for individuals, corporations, partnerships, and trusts, ensuring compliance with all relevant regulations.

- Analyze client financial documents and tax-related information to verify accuracy and completeness.

- Conduct thorough tax research to support complex preparation tasks and identify planning opportunities.

- Communicate with clients to address inquiries and provide guidance on tax documentation requirements.

- Collaborate with team members to manage deadlines and prioritize client projects effectively.

- Stay informed about changes in tax laws and regulations to ensure compliance and identify potential savings strategies.

- Participate in special projects such as estate planning, audits, and advanced tax planning initiatives.

- Support the review of tax returns and assist in mentoring entry-level staff as you gain expertise. Requirements - Bachelor's degree in Accounting, Finance, Business, or a related field.

- At least 1-3 years of experience in tax preparation or a related accounting role, including internships.

- Strong knowledge of tax principles, preparation techniques, and accounting practices.

- Proficiency in Microsoft Office Suite and familiarity with Windows operating systems.

- Experience with tax software such as Lacerte, Pro System fx, Axcess, or Quick Books is preferred.

- Excellent organizational skills and attention to detail to manage multiple tasks effectively.

- Strong communication abilities, both written and verbal, with a client-focused approach.

- Ability to work independently and collaboratively within a team environment.

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 ()  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  for more information.

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