Top 577 Technical advisor Jobs in Costa Mesa, Ca

Tax Principal
Prescott Tax and Wealth Management —San Juan Capistrano, CA
- $225,000 - $275,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Pass drug screening
- Profit sharing
- Continuing education credits
Quick Apply
Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure
West Yost —Irvine, CA
- $109,315 - $180,685 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Profit sharing
Quick Apply
Warranty Clerk
Confidential —Carson, CA
- $60,000 - $100,000 a year
- Full-time
- Dealership
- Mid-level
- Computer skills
- Paid holidays
- Health insurance
Quick Apply
3d
Controller
Virtium —RSM, CA
- $130,000 - $160,000 a year
- Full-time
- CPA
- Office
- Finance
- 401(k)
Quick Apply
2d
Service Technician L5A
Penske Chevrolet of Cerritos —Cerritos, CA
- $25,314 - $36,875 a month
- Overtime
- Clean driving record
- Dealership
- 5 years
- Disability insurance
- Health insurance
Quick Apply
Automotive Technician - Kia of Irvine
KIA of Irvine —Irvine, CA
- $80 - $180,000 a year
- Online Application
- Background check
- Dealership
- Customer service
- Paid training
- Health insurance
Quick Apply
Senior Survey Technician
X Engineering & Consulting Inc —Santa Ana, CA
- $45 - $55 an hour
- Full-time
- Clean driving record
- 5 years
- Research
- Wellness program
- Paid holidays
Quick Apply
Consulting Actuary
Martin and Company —California
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
4d
Controller
NOW CFO —Newport Beach, CA
- $140,000 - $170,000 a year
- Full-time
- Hybrid work
- Senior level
- 10 years
- Health insurance
- Dental insurance
Quick Apply
Vice President, Learning and Development
Sares Regis Operating Company, L.P. —Newport Beach, CA
- $170,000 - $220,000 a year
- Online Application
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Director, Community & Local Government Engagement - Medi-Cal
Blue Shield of California —Long Beach, CA
- $170,280 - $255,530 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Writing skills
- Health insurance
- Work from home
QA Engineer II
Yum! Brands —Irvine, CA
- $97,300 - $114,500 a year
- Year round work
- Hybrid work
- Computer science
- Computer Science
- Mid-level
- Health insurance
- Dental insurance
Administrative Assistant (Trade Floor Support Assistant)
PIMCO —Newport Beach, CA
- $45.67 an hour
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Office
12d
New Business Specialist
Northern Trust Corp. —Newport Beach, CA
- $109,940 - $186,760 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Technical Recruiter
Mach Industries —Huntington Beach, CA
- $90,000 - $120,000 a year
- Full-time
- Sales
- Mid-level
- Bachelor's degree
- Retirement plan
Compliance Officer, Compliance – Distribution
PIMCO —Newport Beach, CA
- $108,000 - $135,000 a year
- Online Application
- Microsoft Excel
- Office
- 3 years
Business Intelligence Mgr
Sonrava Health —Orange, CA
- $145,000 - $162,000 a year
- Full-time
- Azure
- Computer Science
- 3 years
- Health insurance
- Dental insurance
Commercial Counsel, Starlink
SpaceX —Los Angeles, CA
- $190,000 - $245,000 a year
- Extended hours
- Mid-level
- Continuous improvement
- 4 years
- Paid parental leave
- Employee stock purchase plan
Systems Support Specialist 1
Hirsch —Santa Ana, CA
- $60,000 - $65,000 a year
- Full-time
- Background check
- Salesforce
- Windows
- Wellness program
- Health savings account
Quick Apply
Financial Aid Advisor (Temporary)
West Coast University —Anaheim, CA
- $28.53 - $38.51 an hour
- Temporary
- University
- Bachelor's degree
- 1 year
- Flexible spending account

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Tax Principal

Prescott Tax and Wealth Management
San Juan Capistrano, CA

Quick Apply

Job Details

Full-time
$225,000 - $275,000 a year

Benefits

Profit sharing
Continuing education credits
License reimbursement
Paid holidays
Relocation assistance
Health insurance
Dental insurance
401(k)
Paid time off
On-the-job training
401(k) matching
Opportunities for advancement
Flexible schedule
Retirement plan
Paid sick time

Qualifications

Full Job Description

Salary range: $225,000 - $275,000 per year, commensurate with experience

Bonus opportunity: Up to 30% of base salary, with additional upside for originated revenue

Benefits: $500/month healthcare contribution, 401(k) with 3% safe harbor employer contribution, minimum four weeks PTO, paid holidays, CPA dues, CPE budget, relocation assistance, and hybrid flexibility

Location: San Juan Capistrano, CA

Schedule: Hybrid

This is a senior leadership role with a clear, time-boxed path to ownership. We are hiring our next firm partner.

About Prescott Tax & Wealth Management

Founded in 1997, Prescott Tax & Wealth Management (PTWM) is a boutique tax and wealth advisory firm headquartered in San Juan Capistrano, midway between San Diego and Los Angeles.

We serve high-net-worth individuals, families, and privately held businesses through a fully integrated platform that includes tax planning and compliance, wealth management, financial and retirement planning, benefits, and insurance.

Our team of 15 professionals brings more than 250 years of combined experience and a culture that takes the work seriously, but not itself. The integration of tax and wealth under one roof is unusual in our market, and it is the engine behind both our client outcomes and our partners’ economics.

The Opportunity

We are seeking a Tax Principal to run our tax practice alongside the firm’s founder and managing partner.

This person will own the day-to-day management of the tax practice, hold ultimate review and sign-off authority on client returns, lead the tax team, and serve as the firm’s most senior client-facing tax advisor.

This is an explicit partner-track opportunity. The right candidate will have a defined path to equity ownership within three to five years based on performance, with a clear framework around book of business, profitability, client leadership, and team contribution.

Because PTWM combines tax and wealth management under one roof, this role is broader than a traditional Tax Principal position. You will have the opportunity to advise clients across their full financial picture, not just their tax return. That integrated advisory model is what differentiates this role and shapes the long-term economics for the partner who helps build the practice.

What You’ll Do

Serve as the lead tax advisor to high-net-worth clients on planning, compliance, and strategy
Hold ultimate review and sign-off authority on individual, partnership, and S-corporation returns
Manage the tax practice end-to-end, including workflow, capacity planning, quality control, engagement economics, and busy-season execution
Provide expertise in flow-through taxation, estate and gift planning, and wealth transfer strategy
Identify proactive, multi-year tax planning opportunities, not just reactive compliance work
Lead, mentor, and grow the tax team
Partner with the wealth management team to deliver integrated tax and financial planning solutions
Contribute to firm leadership, practice development, and long-term strategic initiatives
Build and protect long-term client relationships through exceptional, personalized service
Stay current on tax law changes and translate them into actionable client advice

What You’ll Bring

CPA required
EA considered with a strong technical background
10+ years of progressive tax experience
Meaningful depth in flow-through entities, including partnerships and S-corporations
Strong experience with high-net-worth individual taxation
Estate and gift tax experience strongly preferred
Proven ability to develop and maintain client relationships
Strong leadership, communication, and mentoring skills
Prior experience at a boutique tax advisory firm, wealth management firm, or public accounting firm serving similar clients
Master’s in Taxation is a plus, but not required
Working knowledge of Lacerte and QuickBooks helpful
Entrepreneurial mindset - you want to own a piece of what you build, not just collect a paycheck

Compensation and Benefits

Base salary: $225,000 - $275,000 per year, commensurate with experience. The range reflects the spread between a strong step-up candidate and a proven, partner-ready hire. We will pay at the top of the range for the right person.

Performance bonus: Up to 30% of base salary, tied to firm profitability, book growth, client retention, and team leadership. Additional upside is available on originated revenue.

Equity / ownership track: Defined three- to five-year, performance-based path to equity partnership.

Integrated practice economics: Compensation participates in the full advisory relationship you help build with each client, not just the tax engagement.

Additional Benefits Include

$500/month employer contribution toward healthcare coverage
401(k) with 3% safe harbor employer contribution
Minimum four weeks PTO plus paid firm holidays
CPA license fees and dues
CPE budget
Paid relocation assistance for the right candidate
Hybrid schedule with in-office presence and genuine remote flexibility

Why This Role Is Different

We are hiring the person who will help us run, grow, and eventually own the next chapter of this firm. If you have spent a decade building someone else’s practice and are ready to build your own equity, we should talk.

Three Reasons Strong Candidates Choose PTWM

Integrated platform
Tax and wealth management under one roof, which creates deeper client relationships and a broader advisory role than you will typically find at a pure tax firm.
Boutique, sophisticated client base
Challenging planning work without the bureaucracy of a large firm.
Written, time-boxed path to partner

Pay: $225,000.00 - $275,000.00 per year

Benefits:

401(k)
401(k) matching
Continuing education credits
Dental insurance
Flexible schedule
Health insurance
License reimbursement
On-the-job training
Opportunities for advancement
Paid sick time
Paid time off
Profit sharing
Relocation assistance
Retirement plan

Application Question(s):

Are you willing to take a drug test, in accordance with local law/regulations?

Ability to Commute:

San Juan Capistrano, CA 92675 (Preferred)

Work Location: Hybrid remote in San Juan Capistrano, CA 92675

Quick Apply

Refine Your Search

technical advisor jobs in costa mesa, ca

Tax Principal

Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure

Warranty Clerk

Controller

Service Technician L5A

Automotive Technician - Kia of Irvine

Senior Survey Technician

Consulting Actuary

Controller

Vice President, Learning and Development

Director, Community & Local Government Engagement - Medi-Cal

QA Engineer II

Administrative Assistant (Trade Floor Support Assistant)

New Business Specialist

Technical Recruiter

Compliance Officer, Compliance – Distribution

Business Intelligence Mgr

Commercial Counsel, Starlink

Systems Support Specialist 1

Financial Aid Advisor (Temporary)

I want to receive the latest job alert for technical advisor in costa mesa, ca

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