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Join a purpose-driven wealth management firm redefining client service and community impact. This nationally recognized team delivers personalized strategies for high-net-worth clients, combining innovative investment planning with values-led operations. You’ll work in a collaborative, growth-focused environment.
Job Responsibility:
Lead preparation and review of individual tax returns (primarily 1040)
Work directly with clients to collect info, answer questions, and guide them through the tax process
Support estate and gift tax planning
Prepare California and multi-state returns
Conduct tax projections and provide strategic guidance on compliance
Stay current on tax laws and communicate complex issues clearly
Partner with wealth advisors and support internal education initiatives
Requirements:
CPA or EA preferred
3+ years tax prep experience with high-net-worth clients
Proficiency in Lacerte required
Strong experience in advanced tax topics: QSBS, 1031 exchanges, Opportunity Zones, charitable giving, stock compensation, retirement planning, capital gains, and tax-loss harvesting
Excellent communication, organization, and client-service skills
Ability to work independently in a fast-paced, dynamic environment
Tech-savvy with a drive for professional growth
Nice to have:
1041/1065 experience a plus
What we offer:
strong benefits
wellness and development stipends
support for volunteer and charitable efforts
medical, vision, dental, and life and disability insurance