Tax ProTax Alchemy • Irvine, CA, US
Tax Pro
Tax Alchemy • Irvine, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects Lead quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present complex planning recommendations clearly and concisely to non-financial audiences Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies Conduct in-depth research on technical tax issues (federal and multi-state), documenting findings in formal memoranda Coordinate with clients and team members to design and execute complex tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections Respond to client communications thoroughly and timely using dedicated channels Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines Draft and update deliverable documentation for client reference and review Develop systems and processes for enhancing client experience Proven ability to build and maintain trust-based relationships with clients, managing expectations and fostering loyalty Superior ability to manage complex engagements, organize client documentation, track milestones, and ensure company-wide deadlines are met on assigned projects Demonstrated skill in working collaboratively with internal teams and external stakeholders Exceptional public speaking and written communication skills; ability to convey confidence and clarity when advising clients Superior analytical skills required to interpret complex fact patterns and provide actionable recommendations Proven ability to handle high-net work individual and business financial data with the utmost confidentiality and integrity Self-motivated and capable of independently driving client engagements forward Remote work Medical, dental, vision, life, and voluntary life insurance 401(k) with company match Paid vacation and sick days Paid holidays Continuing education Teambuilding events
Job Description
Job Description
Description
We are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning. The ideal candidate will be knowledgeable in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key aspect of this role is acting as the primary point of contact for all clients in the Tax Advisory team. The position will work with other members of the Tax Advisory team, under the direction and supervision of the Senior Tax Strategist.
Minimum Qualifications
- 3-5 years of experience in tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and / or entrepreneurial businesses
- Bachelor’s degree in Accounting, Finance or a related field
- Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred
- Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CRM platforms, CS Planner, UltraTax, etc.)
- Knowledge of corporate and personal tax planning strategies
Key Responsibilities
Skills, Knowledge and Expertise
Benefits
[job_alerts.create_a_job]
Tax • Irvine, CA, US
[internal_linking.similar_jobs]
Are you a seasoned tax professional seeking a role where your expertise is truly valued, and your career growth is a priority?.
Pelletier & Leo, a modern, full-service accounting firm founded by...[show_more]
Advisory Tax Associate (Entry-Level).We are a boutique advisory firm dedicated to delivering personalized tax and financial solutions to our clients.
Our team values collaboration, professional grow...[show_more]
SingerLewak is a Top 100 accounting and consulting firm in the west region.Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and mana...[show_more]
Founded 20+ years ago, our firm has a team of experts in talent recruitment, project management, and workforce solutions.
Our focus has always been and will continue to be building custom solutions ...[show_more]
We are a modern advisory and accounting firm known for tackling complex financial, tax, and transactional challenges for dynamic businesses nationwide.
Our teams operate with a collaborative, tech-f...[show_more]
A typical day as a Tax Manager might include the following : .Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline.Review, approve and si...[show_more]
SingerLewak is a Top 100 accounting and consulting firm in the west region.Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and mana...[show_more]
Tax Partner - State and Local Tax.Well established, highly profitable regional CPA firm seeks a direct entry Tax Partner to add to their growing staff.
Must be a subject matter expert in State of CA...[show_more]
Haskell & White is seeking Tax Manager candidates with exceptional real estate partnership and corporate taxation talent.
We are a team of professionals with experience and, leadership, a high l...[show_more]
Join our team for an exciting seasonal opportunity that offers flexible schedules.Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level.You wil...[show_more]
Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level.You will provide exceptional client service while.
Don't miss out on this opportunity ...[show_more]
A fast-growing, nationally recognized CPA firm is seeking an experienced Hybrid Tax Manager (CPA / EA) to lead tax preparation, review, and strategic advisory services for a diverse portfolio of busi...[show_more]
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
Tax Partner - State and Local Tax.Well established, highly profitable regional CPA firm seeks a direct entry Tax Partner to add to their growing staff.
Must be a subject matter expert in State of CA...[show_more]
Flow through or passthrough experience.A Bachelor's degree and / or Master's degree in Accounting or Taxation.Licensed CPA or actively working towards license.
Expertise in the preparation and review ...[show_more]
Paid Employee Benefits! Profit Sharing! Great Tenure!.This Jobot Job is hosted by : Emily Bohanon.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary : $75...[show_more]
We’re looking for a highly motivated.In this role, you’ll assist with tax return preparation, compliance, and planning for a variety of clients, including corporations, partnerships, an...[show_more]
Based in Irvine, CA with 9 offices nationwide, we’re a fast-growing firm reshaping the accounting industry.Our professionals enjoy true work-life balance - a collaborative, flexible culture t...[show_more]
Tax Manager
Pelletier & Leo, LLP • Irvine, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Tax Associate
CyberCoders • Irvine, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
SALT Tax Senior Associate
SingerLewak • Irvine, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Tax Partner
Cruitin • Irvine, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
SR. Tax Associate - Corporate, ASC740, Provision - (HYBRID - OC)
Bancroft Staffing Partners • Irvine, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Tax Manager
Eide Bailly • Tustin, California, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Tax Partner - SALT
SingerLewak • Irvine, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Tax Partner - State and Local Tax
International Staff Consulting • Irvine, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Tax Manager
Haskell & White • Irvine, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Experienced Tax Preparer
Jackson Hewitt • Irvine, CA, US
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Experienced Tax Preparer
Jackson Hewitt - HEJ • Laguna Niguel, CA, US
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Tax Manager - Hybrid - Tustin, CA USA - NT1030782
RES Consultant Group • Tustin, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Tax Associate
H&R Block • Mission Viejo, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Tax Partner - State and Local Tax
Affinity Executive Search • Irvine, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Tax Partner
RightWorks Inc • Irvine, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Tax Preparer
Jobot • Laguna Beach, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Tax Associate
Jacobson Lawrence & Co Inc. • La Verne, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
ASC 740 Tax Manager
Trueseek • Irvine, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]