Job Summary
We are seeking a dynamic and motivated Tax Associate (or Senior) to join an innovative team!
Duties
- Prepare federal and multi‑state income tax returns for individuals, corporations, partnerships (trusts and estates a plus)
- Gather, review, and organize client tax documents, workpapers, and supporting schedules
- Partner closely with high‑net‑worth individuals and family offices across businesses, investments, and estate entities
- Prepare tax accounting adjustments, related financial statements, and support tax research to address client issues proactively
- Identify and recommend practical tax strategies; assist with IRS/state correspondence and notice responses
- Other tasks as assigned.
Requirements
- Proficiency in tax softwares (CCH Axcess, Lacerte, UltraTax, Drake, etc.) and general computer skills
- Minimum of 2-3 years of experience in tax preparation.
- Excellent communication skills—both verbal and written—with professional phone etiquette
- Demonstrated organizational skills for managing multiple accounts and follow-up tasks efficiently
Join us as a Tax Associate (or Senior) where your energy fuels success! Bring your passion for tax, your exceptional communication skills, and your drive for results. Together, we’ll create meaningful connections that propel our growth while providing outstanding service to our clients.
Pay: $75,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Work from home
Application Question(s):
- Are you located in Los Angeles County?
- If Woodland Hills is your preferred location, are you willing to commute to the office every day?
- If Beverly Hills is your preferred location, are you willing to commute to the office at least 3 days a week?
- Do you have prior experience preparing tax returns for HNWIs (Individuals, Partnership, and Corporations?)
- Are you proficient with any of these tax software, CCH Axcess, Lacerte, or UltraTax?
Education:
Experience:
Language:
Work Location: Hybrid remote in Los Angeles, CA
