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Tax Pro: Strategic Wealth Planning & Client Advisory

Job in Irvine, Orange County, California, 92713, USA
Listing for: taxalchemy
Full Time position
Listed on 2026-07-11
Job specializations:
  • Finance & Banking
    Accounting & Finance, Tax Advisor, Financial Analyst, Tax Manager
  • Accounting
    Accounting & Finance, Tax Advisor, Financial Analyst, Tax Manager
Salary/Wage Range or Industry Benchmark: 110000 - 140000 USD Yearly USD 110000.00 140000.00 YEAR
Job Description & How to Apply Below

taxalchemy in Irvine, CA is seeking a proactive Tax Pro to engage directly with clients on tax planning for strategic wealth planning. The role covers business and personal tax, finance, and investments, acting as the primary contact for clients in the Tax Advisory team under the Senior Tax Strategist.

The ideal candidate has 3-5 years in tax accounting or planning, a Bachelor's in Accounting/Finance, and is pursuing EA or CPA.

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