Tax Experienced Associate

Tax Experienced Associate

Location: USA, Irvine, CA |
Hybrid – Three days per week in office required.

Summary: Under supervision, the Experienced Associate performs intermediate level accounting functions related to tax specifications. The role involves utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual work papers, and working with tax software applications to complete tax returns for review.

• Complete assigned tasks/jobs.
• Learn the growth process (identify and communicate growth).
• Identify and help solve engagement (job) technical issues, anomalies, non‑routine items.
• Collaborate and communicate with client and team members in a professional manner.
• Actively sit and pass CPA examination.

• Work with the tax team to prepare and learn to review individual high‑net‑worth (HNW) tax returns.
• Provide timely, high‑quality client service that meets or exceeds client expectations.
• Recognize and inform senior management of opportunities to increase level and types of services to clients.
• Ensure professional development through ongoing education and obtaining additional certifications as appropriate.
• Handle routine client tax questions, and work with clients to collect necessary information for tax return completion and compliance.
• Stay informed about Firm capabilities other than tax compliance area, and promote these activities to clients when appropriate.
• Complete research and special projects as needed.

• Bachelor’s degree with a major in accounting or related field required.
• CPA preferred. If not a CPA, must meet educational requirements to sit for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location.
• Minimum of 1 year of related experience.
• Previous experience in a public accounting firm preferred.
• Excellent customer service skills (internal and external).
• Creative problem solving and research skills.
• Strong written and verbal communication and interpersonal skills.
• Able to work effectively both as part of a team and independently.
• Highly motivated and interested in taking the initiative for personal growth and development.
• Able to handle multiple priorities, tasks and simultaneous projects.
• Ability to travel to client locations which may include occasional overnight stays.
• Ability to work overtime as needed.
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook).

• Ability to perform several tasks concurrently with ease and professionalism.
• Ability to communicate clearly and concisely, verbally and in writing, in English.
• Must be able to keep client matters strictly confidential.
• Must have excellent interpersonal skills and customer service skills.

• Work at the forefront: deliver innovative solutions in highly regulated industries.
• Culture rooted in human care: inclusive mindset with focus on mutual trust and personal responsibility.
• Freedom to give your best: flexible work arrangements and a progressive time‑off policy.
• Compensation you deserve: competitive compensation and benefits package that rewards hard work.
• Salary Range: $75,000 – $85,000.