Tax Specialist

A boutique wealth management, accounting, and tax advisory firm is seeking experienced Tax Professionals to support its team during peak tax seasons. This opportunity is ideal for accounting and tax professionals looking to maintain their expertise and work in a flexible, seasonal capacity.

The firm works with high-net-worth individuals and families, providing comprehensive tax planning, accounting, and financial advisory services.

• Prepare and/or review individual, trust, and partnership tax returns.
• Ensure timely and accurate completion of tax engagements.
• Communicate effectively with clients and internal team members.
• Manage multiple projects and deadlines simultaneously.
• Research and resolve tax-related issues.
• Maintain organized work papers and supporting documentation.
• Support additional tax projects during peak seasons.

• Experience preparing and/or reviewing individual, trust, and partnership tax returns.
• Strong organizational skills and exceptional attention to detail.
• Ability to work independently and manage multiple engagements.
• Excellent written and verbal communication skills.
• Strong computer proficiency and the ability to quickly learn new technologies.
• Experience with tax preparation software within a professional services environment.
• Experience with CCH Axcess is a plus.
• Availability to work a minimum of 16 hours per week preferred.

• A client-service mindset and commitment to accuracy.
• Strong time management and project management skills.
• Ability to thrive in a deadline-driven environment.
• A collaborative approach to working with colleagues and clients.

• Flexible seasonal schedule
• Opportunity to maintain and expand tax expertise
• Sophisticated tax engagements involving high-net-worth clients
• Professional and collaborative work environment
  
  Potential for recurring seasonal opportunities

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

The California Fair Chance Act

Los Angeles City Fair Chance Ordinance

Los Angeles County Fair Chance Ordinance for Employers