Talent.com
Tax Pro

Tax Pro

Tax AlchemyIrvine, CA, US
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

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

  • 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

    • Skills, Knowledge and Expertise

  • 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

    • Benefits

  • 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
    • Crear una alerta de empleo para esta búsqueda

    Pro • Irvine, CA, US

    Ofertas relacionadas
    Tax Preparer

    Tax Preparer

    FreshTaxSanta Ana, California, United States
    A tiempo completo
    Quick Apply
    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...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Tax Director

    Tax Director

    JobotIrvine, CA, US
    A tiempo completo
    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...Mostrar másÚltima actualización: hace 21 días
    • Oferta promocionada
    Senior Tax Associate- R&D

    Senior Tax Associate- R&D

    SingerLewakIrvine, CA, US
    A tiempo completo
    Los Angeles, California / Irvine, California.Tax R&D / Full Time Hourly / Hybrid.SingerLewak is a top 100 accounting and consulting firm in the west region. Serving clients since 1959, SingerLewak ...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Assoc Clt Svc & Prod Supt Spec

    Assoc Clt Svc & Prod Supt Spec

    Automatic Data ProcessingSan Dimas, CA, US
    A tiempo completo
    Associate Client Service - Product Support Specialist Tax.ADP is hiring an Associate Client Service - Product Support Specialist Tax. Are you ready to join a company offering career advancemen...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Senior Tax Manager

    Senior Tax Manager

    JobotSan Dimas, CA, US
    A tiempo completo
    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...Mostrar másÚltima actualización: hace 21 días
    • Oferta promocionada
    Accounting Manager

    Accounting Manager

    Coastal Wave RecruitingSan Clemente, CA, US
    A tiempo completo
    This California-based company is dedicated to the procurement of international and domestic beer, wine, and spirits for both large and small retailers. The Accounting Manager plays a key role in man...Mostrar másÚltima actualización: hace 1 día
    • Oferta promocionada
    • Nueva oferta
    Tax Manager

    Tax Manager

    Pelletier & Leo, LLPCity of Industry, CA, US
    A tiempo completo
    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...Mostrar másÚltima actualización: hace 19 horas
    • Oferta promocionada
    Tax Experienced Manager, Corporate / ASC740

    Tax Experienced Manager, Corporate / ASC740

    BDO USACosta Mesa, CA, US
    A tiempo completo
    Core Tax Services Experienced Manager ASC740.The Core Tax Services Experienced Manager ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating ...Mostrar másÚltima actualización: hace más de 30 días
    Tax Pro

    Tax Pro

    Tax AlchemyIrvine, CA, US
    Teletrabajo
    A tiempo completo
    Quick Apply
    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...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Tax Manager

    Tax Manager

    JobotIrvine, CA, United States
    A tiempo completo
    Flexible HYBRID- Top Ranked LA Firm + Life Balance!.This Jobot Job is hosted by : Josh Forth.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary : $130,...Mostrar másÚltima actualización: hace 15 días
    • Oferta promocionada
    Tax Senior Associate

    Tax Senior Associate

    Eide BaillyTustin, CA, United States
    A tiempo completo
    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...Mostrar másÚltima actualización: hace 3 días
    • Oferta promocionada
    Tax Senior

    Tax Senior

    DeloitteCosta Mesa, CA, US
    A tiempo completo
    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 ...Mostrar másÚltima actualización: hace más de 30 días
    Experienced Tax Associate

    Experienced Tax Associate

    CBIZUSA, California, Costa Mesa
    A tiempo completo
    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...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Tax Partner - State and Local Tax

    Tax Partner - State and Local Tax

    International Staffing ConsultantsIrvine, CA, US
    A tiempo completo
    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...Mostrar másÚltima actualización: hace 9 días
    • Oferta promocionada
    Tax Director

    Tax Director

    Pelletier & Leo, LLPCity of Industry, CA, US
    A tiempo completo
    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...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Tax Analyst Associate (Hybrid)

    Tax Analyst Associate (Hybrid)

    First AmericanSanta Ana, CA, US
    A tiempo completo
    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...Mostrar másÚltima actualización: hace 15 días
    • Oferta promocionada
    Tax Senior

    Tax Senior

    CyberCodersIrvine, CA, US
    A tiempo completo
    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+ ...Mostrar másÚltima actualización: hace 1 día
    • Oferta promocionada
    Tax

    Tax

    CyberCodersPasadena, CA, US
    A tiempo completo
    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...Mostrar másÚltima actualización: hace 23 días
    • Oferta promocionada
    Experienced Tax Preparer

    Experienced Tax Preparer

    Jackson HewittRiverside, CA, US
    A tiempo completo +1
    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...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Remote Opinion Contributor

    Remote Opinion Contributor

    Prime InsightsDana Point, CA, United States
    Teletrabajo
    A tiempo completo
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Mostrar másÚltima actualización: hace 1 día