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A fast-growing independent wealth management firm in Southern California is expanding its tax consulting division and looking for a Senior Tax Consultant to join a small, high-performing team. This firm works with high-net-worth individuals, business owners, and family office clients — and their tax consulting practice goes beyond traditional compliance. The focus is proactive tax strategy and maximizing savings across complex financial pictures. If you've spent your career doing returns and want to do more with that knowledge, this is the environment for it.
Job Responsibility:
Build, execute, and own client relationships after onboarding
Conduct quarterly client meetings
Design and implement tax plans
Prepare individual, trust, partnership, S-Corp, and C-Corp returns
Client-facing and technically hands-on work
Requirements:
Active CPA or EA
5+ years of tax experience
Multi-season prep across individual (1040), trust (1041), and entity returns (1065, 1120S, 1120)
Client-facing experience with HNW individuals or business owners
Strong written and verbal communication skills
Nice to have:
Family office or advanced tax strategy background (entity structuring, 1031 exchanges, accountable plans)
Experience at a wealth management firm, RIA, or boutique tax advisory practice