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Tax Advisor

CPA Tax Advisor: Strategy, Planning & Client Support

Job in Irvine, Orange County, California, 92713, USA
Listing for: Heffernan Insurance Brokers
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Tax Advisor
  • Accounting
    Tax Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 140000 USD Yearly USD 100000.00 140000.00 YEAR
Job Description & How to Apply Below
A financial services firm in California seeks an experienced Tax Advisor to provide strategic tax guidance for their employees and clients. Key responsibilities include tax planning, preparation of tax returns, and collaboration with Financial Advisors to identify tax-saving opportunities. The ideal candidate will have a Bachelor’s degree and CPA designation, alongside strong communication skills and a minimum of 3 years of relevant experience.

This position offers a salary between $100,000 and $140,000 and includes additional quarterly incentives.
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