Well Establish Public Accounting Firm in Irvine, CAThis Jobot Job is hosted by: Kevin Shilney
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Salary: $120,000 - $150,000 per year
A bit about us:We are a well-established public accounting firm that has been serving individuals, families, and businesses across California for decades. With a client-first approach and a strong emphasis on technical excellence, we pride ourselves on delivering personalized financial and tax solutions with integrity and professionalism. Our team is collaborative, detail-oriented, and committed to ongoing learning and development in an ever-changing tax landscape.
Position Summary
We are seeking a Senior Tax Associate with specialized experience in trusts, estates, and high-net-worth individuals. This role offers the opportunity to work on complex tax engagements, contribute to planning strategies, and support client relationships while mentoring junior staff.
Why join us?- Health Insurance: Medical, dental, and vision coverage.
- Retirement Plans: 401(k) plans with employer matching contributions.
- Paid Time Off: Generous vacation policies, paid holidays, and sick leave.
- Professional Development: Support for continuing education, credentialing, and professional memberships.
- Flexible Work Arrangements: Options for remote work and flexible scheduling.
Job DetailsKey Responsibilities
- Prepare and review complex individual, trust, estate, and gift tax returns
- Assist in preparing multi-state and international individual tax filings
- Support year-end tax planning and quarterly estimate processes for high-net-worth clients
Respond to IRS, FTB, and other tax authority inquiries and assist in managing audits
- Conduct tax research and contribute to internal training and development initiatives
- Provide guidance and oversight to interns and staff, fostering a culture of collaboration and communication
- Communicate with managers and partners regarding project updates and client needs
- Manage workload to meet internal deadlines and statutory filing requirements
- Continuously expand knowledge of federal, state, and local tax codes and best practices
Qualifications
- 5–7 years of relevant experience in public accounting or a combination of public accounting and high-net-worth individual/wealth management tax work
- Enrolled Agent (EA) required; CPA preferred
- Strong written and verbal communication skills
- Highly organized, detail-oriented, and capable of managing multiple priorities
- Ability to work independently and with minimal supervision
- Proficient in Microsoft Office Suite, especially Excel, Word, and Outlook
- Experience with accounting software such as QuickBooks, CCH ProSystem Engagement, and CCH Axcess suite is a plus
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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