Senior Associate - Tax Services

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Full Time Irvine, CA, US

30+ days ago Requisition

Salary Range: $85,000.00 To $ Annually

This is our experienced-level Tax Senior Associate position—ideal for candidates with 3-5 years of relevant tax experience who are ready to deepen their technical expertise, take ownership of client engagements, and mentor developing team members. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams.

We seek out a wide range of talented team members who deliver our values and vision. We value intellectual intensity, collaboration, and compassion.
We are Aspiriant
, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

• Collaborative work environment where together we achieve more
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How you will contribute:

• Prepare and review individual income tax returns and related work papers, including partnerships, corporations, trusts, foundations, and gift returns.
• Prepare or review quarterly estimates, projections, and assist with complex tax planning engagements.
• Research technical tax matters and help develop recommendations for clients and internal teams.
• Assist with tax audits, notices, and correspondence with taxing authorities.
• Partner with wealth managers, clients, and client service teams to ascertain, track, and preserve data needed for tax preparation and planning.
• Manage multiple engagements and competing deadlines while ensuring timely delivery and accuracy of client work.
• Review work for completeness, identify planning opportunities, and apply strong analytical and problem-solving skills.
• Serve as a day‑to‑day contact for clients and internal stakeholders, communicating tax matters clearly and professionally.
• Mentor and provide guidance to Associates and other developing team members; oversee onboarding and knowledge sharing.
• Demonstrate initiative and leadership in improving workflows, identifying efficiencies, and contributing to team operations.
• Maintain confidentiality and exercise sound professional judgment in handling sensitive client information.
• Assist with ad hoc projects and process improvement initiatives.

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.”

We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine.

The attributes and talents that lead to success in the role are:

Knowledge:

• Strong foundation in individual and entity taxation, including partnerships, corporations, trusts, and gift taxation.
• Experience with professional tax software and electronic workpaper systems.
• Understanding of wealth management and high‑net‑worth client service environments.
• Awareness of confidentiality standards, ethical responsibilities, and regulatory compliance expectations.

Skills:

• Proficiency with Microsoft Excel and Word.
• Strong written and verbal communication skills, including the ability to explain complex tax matters clearly.
• Strong analytical and problem‑solving capabilities.
• Excellent…