Quick Summary
Overview
**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.
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.
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
Location & Eligibility
Where is the job
Irvine, United States
Remote within one country
Who can apply
US
Listing Details
- First seen
- May 6, 2026
- Last seen
- September 26, 2026
Posting Health
- Days active
- 143
- Repost count
- 0
- Trust Level
- 27%
- Scored at
- September 26, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application
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