Senior Tax Associate

We're partnering with a respected, long-standing wealth management firm in Santa Barbara that is expanding its tax group after significant recent growth. They're seeking a Senior Tax Associate who can confidently handle complex tax returns and comprehensive compliance work for high-net-worth individuals, families, and business owners . This role offers the chance to step into a sophisticated client portfolio while contributing to a collaborative, growing tax team.

If you're looking for the next meaningful step in your tax career, apply now .

Title : Senior Tax Associate

Compensation : $95K-$115K base + benefits

Location : Santa Barbara, CA - Hybrid / Remote Flexibility

Qualifications

• CPA or EA required (or 7+ years of equivalent advanced tax experience)
• Proven expertise preparing and reviewing complex individual, trust, and small business returns
• Hands-on experience supporting or leading work with high-net-worth clients
• Strong technical accuracy, judgment, and a proactive, ownership-driven mindset
• Team-oriented, adaptable, and comfortable working in a growing, fast-evolving practice

U.S. Citizens and Permanent Residents only - sponsorship is not available.

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