Proven Recruiting
Senior Tax Associate - Wealth Management Firm - Hybrid Schedule in San Fernando Valley
Marry your passion and purpose: this leading wealth management firm is looking for an expert, mission-oriented Senior Tax Associate to help grow their M&A tax team. The ideal candidate has strong high net worth tax experience. This is a growing, innovative team looking for an A‑player to help them raise the bar. Sound like you? Apply now!
Who you are:
Bachelor’s degree in Accounting or related field; Master’s in Taxation and CPA/EA designation preferred or in progress.
3–5 years of public accounting experience, with a focus on tax for high‑net‑worth individuals, especially in the entertainment industry.
Strong organizational skills and attention to detail, with the ability to manage deadlines efficiently.
Excellent communication skills, capable of simplifying complex tax concepts for clients.
What you’ll do:
Prepare complex tax returns and develop quarterly estimates for high‑net‑worth individuals, trusts, and businesses.
Conduct tax research and respond accurately to client inquiries, notices, and projections.
Communicate clearly with clients and ensure timely delivery of tax‑related services.
Collaborate with staff to maintain workflow efficiency and stay current on evolving tax laws.
Why work here:
Join a top‑ranked national investment advisory firm recognized for growth, service quality, and succession planning.
Collaborate with experienced professionals from across the country.
Competitive compensation and benefits package.
Generous paid time off for vacation and sick days.
What does this position pay?
The average annual salary range for this position across our locations is $65,000–$100,000.
Actual base pay within this range will depend on factors including geographic location, relevant experience, education, skills, and certifications.
Please send your resume to kwilkins@provenrecruiting.com if you are ready to make a difference and your background aligns with the requirements. Apply now! We look forward to helping you with your job search.
Note: We actively support and promote people of various backgrounds, from race and religion, to gender, geographical area, university, lifestyle, and personality type. Proven Recruiting is minority‑owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Apply today!
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Who you are:
Bachelor’s degree in Accounting or related field; Master’s in Taxation and CPA/EA designation preferred or in progress.
3–5 years of public accounting experience, with a focus on tax for high‑net‑worth individuals, especially in the entertainment industry.
Strong organizational skills and attention to detail, with the ability to manage deadlines efficiently.
Excellent communication skills, capable of simplifying complex tax concepts for clients.
What you’ll do:
Prepare complex tax returns and develop quarterly estimates for high‑net‑worth individuals, trusts, and businesses.
Conduct tax research and respond accurately to client inquiries, notices, and projections.
Communicate clearly with clients and ensure timely delivery of tax‑related services.
Collaborate with staff to maintain workflow efficiency and stay current on evolving tax laws.
Why work here:
Join a top‑ranked national investment advisory firm recognized for growth, service quality, and succession planning.
Collaborate with experienced professionals from across the country.
Competitive compensation and benefits package.
Generous paid time off for vacation and sick days.
What does this position pay?
The average annual salary range for this position across our locations is $65,000–$100,000.
Actual base pay within this range will depend on factors including geographic location, relevant experience, education, skills, and certifications.
Please send your resume to kwilkins@provenrecruiting.com if you are ready to make a difference and your background aligns with the requirements. Apply now! We look forward to helping you with your job search.
Note: We actively support and promote people of various backgrounds, from race and religion, to gender, geographical area, university, lifestyle, and personality type. Proven Recruiting is minority‑owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Apply today!
#J-18808-Ljbffr