Tax Pro

United States·IrvineRemoteFull Timemid

Finance & AccountingTax

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Quick Summary

Overview

**Applications will be reviewed on a rolling basis**We are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning.

Technical Tools

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

We are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning. The ideal candidate will be knowledgeable in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key aspect of this role is acting as the primary point of contact for all clients in the Tax Advisory team. The position will work with other members of the Tax Advisory team, under the direction and supervision of the Senior Tax Strategist.

Minimum Qualifications

3-5 years of experience in 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
Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CRM platforms, CS Planner, UltraTax, etc.)
Knowledge of corporate and personal tax planning strategies