We are seeking experienced tax professionals from public accounting firms who are interested in transitioning into wealth management and providing high-value tax planning and advisory services to individuals, families, trusts, estates, and business entities.
This opportunity is ideal for Senior Tax Associates, Tax Managers, and Senior Tax Managers looking to leverage their public accounting expertise in a client-focused advisory environment without traditional billable-hour requirements.
The ideal candidate will have strong technical tax knowledge, experience managing complex tax matters, and the ability to build and maintain long-term client relationships.
Provide comprehensive tax planning, consulting, and advisory services to high-net-worth individuals, families, trusts, estates, and business entities.
Develop and implement tax-efficient strategies aligned with clients’ financial and wealth management objectives.
Review and advise on complex individual, fiduciary, estate, trust, and business tax matters.
Identify tax-saving opportunities and provide proactive recommendations to clients.
Independently manage client relationships and serve as a trusted tax advisor.
Collaborate with financial advisors and other professionals to coordinate tax planning with clients’ broader financial goals.
Research and interpret federal and state tax laws, regulations, and tax developments.
Communicate complex tax concepts and recommendations clearly to clients and internal stakeholders.
Maintain high standards of accuracy, confidentiality, compliance, and client service.
| Location | Irvine, CA |
| Job Type | Full-time |
| Salary | $230,000–$250,000 Per Year |
| Additional Compensation | Bonus |
Active Certified Public Accountant (CPA) license.
At least 5 years of relevant tax experience in public accounting or a CPA firm.
Experience working with individual income tax, trusts, estates, and business entities.
Strong background in tax planning, tax consulting, and advisory services.
Demonstrated ability to manage client relationships independently.
Strong analytical, research, problem-solving, and communication skills.
Ability to manage multiple client engagements and deliver high-quality advisory services.
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