Tax Specialist

United States·IrvineRemoteFull Timemid

Finance & AccountingTax Specialist

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Quick Summary

Overview

Technical Tools

slack

**Applications will be reviewed on a rolling basis**

We are looking for a proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services. The successful candidate will possess expertise in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key responsibility will be the ability to synthesize complex client data to create comprehensive tax plans, which serve as a primary client deliverable. This position will collaborate with other members of the Tax Advisory team, reporting to the Senior Tax Strategist.

Minimum Qualifications

2-5 years of experience in tax preparation, tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses
Bachelor’s degree in Accounting, Finance or a related field
Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred
Advanced proficiency with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CS Planner, UltraTax, CRM platforms, etc.)
Knowledge of corporate and personal tax planning strategies