Tax Pro
Tax AlchemyIrvine, CA, US30+ days ago
Job type
- Full-time
Job descriptionServe 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
Create a job alert for this search
Pro • Irvine, CA, US
Related jobs
Tax Preparer – Join the FreshTax Team!.Are you someone who finds joy in spreadsheets and sees tax codes as puzzles waiting to be solved? If so, FreshTax has the ultimate mission for you! We're sear...Show moreLast updated: 30+ days ago
Tax Director (with ASC 740 experience) needed for well established technology company based in Irvine.This Jobot Job is hosted by : Joseph Calabrese.
Are you a fit? Easy Apply now by clicking the &qu...Show moreLast updated: 21 days ago Partner Track | Company-paid trips | Company-paid benefits | Great Bonuses | Hybrid.This Jobot Job is hosted by : Jeremy Pike.
Are you a fit? Easy Apply now by clicking the "Apply Now" butt...Show moreLast updated: 21 days ago 
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 23 days ago
Tax Manager - Future Partner Potential | Pelletier & Leo | City of Industry (Hybrid).This isn't another manager role.It's your chance to take the reins and grow into leadership.At Pelle...Show moreLast updated: 1 day ago
Tutor Map are offering new tuition and teaching positions in Murrieta.We are seeking Accounting tutors and teachers in Murrieta.
You can register for free, we take zero commission.Tutor Map is the l...Show moreLast updated: 30+ days ago Highly Reputable Accounting firm int he LA area seeks qualified Tax Manage rand Tax Senior.This Jobot Job is hosted by : Ron Calhoun.
Are you a fit? Easy Apply now by clicking the "Apply Now&quo...Show moreLast updated: 21 days ago 
Tax Alchemy is seeking a dedicated and knowledgeable Tax Pro to join our dynamic, fully-remote team.In this role, you will become an essential part of our mission to provide exceptional tax plannin...Show moreLast updated: 30+ days ago
A typical day as a Tax Senior Associate in Tustin, CA might include the following : .Work with the tax team to ensure the various components of the tax process are performed including tax planning...Show moreLast updated: 3 days ago We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 23 days ago We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 23 days ago 
Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.Check out ...Show moreLast updated: 30+ days ago
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...Show moreLast updated: 30+ days ago Tax Director - Leadership Track | Pelletier & Leo | City of Industry (Hybrid).This isn't another director role.It's a clear path to firm leadership.
We're Pelletier & Leo a moder...Show moreLast updated: 30+ days ago 
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust...Show moreLast updated: 15 days ago
Job title : Tax Senior or Experienced Tax Associate.Location : Onsite in Irvine, CA.Compensation : $90-130K base depending on experience + 10-20% bonus.
We are a top 50 CPA and advisory firm with 600+ ...Show moreLast updated: 1 day ago Position : Tax Senior - High-Growth Team .Hybrid (2-3 days a week in office)(Preferred : Los Angeles or Downtown Chicago).
If you're looking for something different - a role where technical c...Show moreLast updated: 23 days ago 
Corporate Tax Manager - Renewable Energy.This Jobot Job is hosted by : Matt Swaneveld.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : $100,000 - $...Show moreLast updated: 2 days ago
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 to.P...Show moreLast updated: 30+ days ago We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 23 days ago
Tax Preparer
FreshTaxSanta Ana, California, United StatesFull-time
Quick Apply
- Promoted
Tax Director
JobotIrvine, CA, USFull-time
- Promoted
Senior Tax Manager
JobotSan Dimas, CA, USFull-time
- Promoted
Remote Financial Analyst - AI Trainer
Data AnnotationPerris, CaliforniaRemote
Full-time +1
- Promoted
Tax Manager
Pelletier & Leo, LLPCity of Industry, CA, USFull-time
- Promoted
Accounting Tutors Jobs
Tutor MapMurrieta, California, USFull-time
- Promoted
Hybrid Tax Manager
JobotPasadena, CA, USFull-time
Tax Pro
Tax AlchemyIrvine, CA, USRemote
Full-time
Quick Apply
- Promoted
Tax Senior Associate
Eide BaillyTustin, CA, United StatesFull-time
- Promoted
Remote Finance Director - AI Trainer
Data AnnotationPerris, CaliforniaRemote
Full-time +1
- Promoted
Remote Financial Planner - AI Trainer
Data AnnotationMurrieta, CaliforniaRemote
Full-time +1
- Promoted
Tax Senior
DeloitteCosta Mesa, CA, USFull-time
Experienced Tax Associate
CBIZUSA, California, Costa MesaFull-time
- Promoted
Tax Director
Pelletier & Leo, LLPCity of Industry, CA, USFull-time
- Promoted
Tax Analyst Associate (Hybrid)
First AmericanSanta Ana, CA, USFull-time
- Promoted
Tax Senior
CyberCodersIrvine, CA, USFull-time
- Promoted
Tax
CyberCodersPasadena, CA, USFull-time
- Promoted
Tax Manager
JobotIrvine, CA, USFull-time
- Promoted
Experienced Tax Preparer
Jackson HewittRiverside, CA, USFull-time +1
- Promoted
Remote Finance Advisor - AI Trainer
Data AnnotationLake Elsinore, CaliforniaRemote
Full-time +1