Sr. Tax Associate (Southern California)

Minimum of 1-3 years of public accounting experience, or equivalent experience

Bachelor’s degree in Accounting or related field

Moderate tax code knowledge and general accounting skills

Obtained or in the process of obtaining CPA and/or EA preferred

Master’s degree in Tax a plus

Experience with UltraTax and Sureprep a plus.

We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients.  We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.  We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Sr. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Sr. Tax Associate I will have a passion for client service with experience in individual and entity tax preparation. The Sr. Tax Associate I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team.