Tax Associate - NY, SF, ATL, Los Angeles

Tax Associate – Wealth Management Firm (SF, Los Angeles, NY, ATL)

Are you a detail-oriented, client-facing tax professional looking to grow within a collaborative and well-established organization? Join a respected wealth-focused tax team supporting a diverse client base with complex individual and business tax needs. This role offers exposure to high-level work, direct client interaction, and the opportunity to continue developing your technical skills in a supportive, team-oriented environment. As a Tax Associate, you will play a hands‑on role in preparing tax returns, assisting with estimates and projections, and contributing to a high standard of client service across the tax function.

• Bachelor’s degree in Accounting or a related field
• 1‑3+ years of public accounting experience
• Strong experience with individual tax returns; some exposure to business entities preferred
• Professional, confident communicator comfortable engaging with clients and internal teams
• Highly organized with strong attention to detail and the ability to juggle multiple deadlines

• Prepare individual and business tax returns
• Assist with quarterly estimates, projections, and tax-related analysis
• Communicate with clients regarding tax deliverables and general inquiries
• Support responses to tax notices and initial client correspondence
• Collaborate with internal teams to ensure accurate information and timely workflow
• Stay current on applicable tax rules and regulatory changes

• Client Exposure:
  Meaningful interaction with clients and advisory professionals
• Development:
  Ongoing support for CPA/EA pursuit and skill growth
• Work‑Life Balance:
  Predictable schedule in a non‑billable environment
• Culture:
  Team‑focused, professional environment with an emphasis on quality

• Compensation is determined by several factors which may include skillset, qualifications/certifications, experience level, and geographic location
• The expected range for this role is $85,000‑$95,000, annualized base compensation. Please note this range is an estimate and actual may vary based on qualifications, physical location and experience

We actively support and promote people of various backgrounds, from race and religion, to gender, geographical area, university, lifestyle, and personality type. Proven Recruiting is minority‑owned, majority women, and a strong advocate for diversity and inclusion in the broader community.