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Tax Associate: High-Net-Worth Compliance & Planning

Job in Santa Ana, Orange County, California, 92725, USA
Listing for: Financial Advocates INC
Full Time position
Listed on 2026-10-08
Job specializations:
  • Finance & Banking
    Tax Accountant, Tax Manager, Tax Advisor, Accounting & Finance
  • Accounting
    Tax Accountant, Tax Manager, Tax Advisor, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Financial Advocates, Inc. a small Orange County-based CPA firm, seeks a Full Time Tax Associate to join their team.

You will work directly with the Owner, Tax Manager and Senior Tax Accountant on tax compliance and planning for high net worth individuals and their entities. Responsibilities include preparing and reviewing returns for individuals, corporations and partnerships, assisting with 1099s, licenses, and personal property tax, while maintaining deadlines and providing direct client data

We are currently recruiting a Tax Associate:
High-Net-Worth Compliance & Planning for our team in Santa Ana, CA, United States.

Join us at Financial Advocates INC as our next Tax Associate:
High-Net-Worth Compliance & Planning in Santa Ana, CA, United States.

This is a genuine role to take on the Tax Associate:
High-Net-Worth Compliance & Planning role at Financial Advocates INC.

Position Requirements
10+ Years work experience
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