Tax Associate

Boutique wealth planning & advisory firm seeking a junior CPA to join their tax team!

Location:

Irvine, California (hybrid position)
Salary: $70,000 – $100,000 per year

• No billable hours grind – avoid the crushing hours of traditional public accounting
• Direct mentorship from a CPA with 20+ years of experience
• Comprehensive health/dental/vision insurance
• Generous PTO
• 401(k) + match
• and more

• Prepare federal and state tax returns including 1040, 1065, 1120‑S, and 1120
• Assist with quarterly tax projections and estimated tax payments
• Maintain organized tax work papers and supporting documentation
• Ensure compliance with federal and state tax regulations
• Identify potential tax savings opportunities during return preparation
• Conduct tax research and summarize findings related to IRS guidance and tax regulations
• Assist with tax planning strategies for individuals and business clients
• Support senior professionals in preparing tax planning analyses and projections
• Review financial statements and accounting records in preparation for tax filings
• Assist with reconciliations and bookkeeping review when needed
• Maintain accurate client records and documentation
• Communicate with clients to request information and clarify documentation
• Participate in client meetings when appropriate
• Prepare follow‑up documentation and collaborate with internal team members

• Active CPA license or recently obtained CPA
• 0 to 4 years of experience in tax or public accounting
• Bachelor’s degree in Accounting, Finance, or a related field
• Knowledge of federal and state tax regulations
• Strong analytical and problem‑solving skills
• High level of attention to detail
• Strong written and verbal communication skills