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Tax Senior

Location:

Mission Viejo, CA (Hybrid: 2 days in office)

Compensation: $80,000 - $120,000 + Performance Bonuses

The Role

We are seeking a Tax Senior to join our established South Orange County firm. At the core of our practice is a commitment to the "Long-Term View." We don't just process returns; we serve as year-round advocates for our clients, helping them navigate the complexities of tax law to achieve their multi-generational financial goals. In this role, you will execute complex compliance work and serve as a key pillar in delivering precise, proactive service.

• Tax Compliance & Review:
  Prepare and perform initial reviews of sophisticated tax returns for high-net-worth individuals, corporations, partnerships, and trusts.
• Planning & Consulting:
  Support complex tax planning engagements that align with long-term wealth preservation and business growth strategies.
• Research & Resolution:
  Conduct technical tax research to address intricate tax matters and assist with IRS or state audit responses.
• Workflow Coordination:
  Act as a project lead on engagements, ensuring deadlines are met and files are structured cleanly for manager review.
• Staff Mentorship:
  Provide guidance, technical support, and constructive feedback to staff accountants.

• Experience:
  
  3+ years of progressive public accounting experience, with a heavy focus on tax compliance and planning for HNWIs and small-to-medium businesses.
• Education:
  
  CPA license active or actively tracking toward completion.
• Skills:
  
  Strong analytical abilities, clear communication skills, and proficiency with modern tax research and preparation software.
• Philosophy: A commitment to a proactive, "no-surprises" approach to client service and team collaboration.

Why Join Us?

We offer the technical challenge of a large firm with the culture and community of a boutique practice. We believe in building lasting relationships-both with our clients and our employees-and we provide an environment where your expertise is valued and your professional growth is supported.

• Culture: A stable, collaborative team environment in a prime Mission Viejo location.
• Focus: A "Long-Term View" philosophy that prioritizes quality and ethics over volume.

We offer a highly competitive benefits & comp package:

• Full Benefits:
  Medical, Dental, Vision
• Time Off:
  Generous PTO/Vacation, Holiday Pay, and Sick Leave
• Retirement: 401(k) Plan
• Schedule & Work-Life Balance:
  Hybrid-flex schedule (2 days in office) with highly reasonable caps on hours: 50 hours max during busy season and 20-25 hours max during the non-busy season.

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.