Senior Tax Specialist

Job Description

Job Description

About the Role

Position : Tax Senior Specialist

Location : West Los Angeles Area - Flexible Hybrid Schedule

Compensation : $145K base salary + 10-15% annual performance incentive

About Our Firm

Join a premier wealth management organization managing over $20 billion in client assets. We're seeking an experienced tax professional to support our ultra-high-net-worth clientele in a collaborative, planning-focused environment.

Unlike traditional CPA firms, we operate as a strategic wealth management partner where tax specialists work alongside financial advisors and investment professionals. This role offers an escape from the conventional public accounting model into a more balanced, advisory-focused career path.

Why This Opportunity Stands Out

Work-Life Integration That Actually Works :

• Results-driven culture with no billable hour quotas
• Reasonable busy season expectations (maximum 50-55 hours during peak)
• Year-round strategic planning work, not just seasonal compliance

Comprehensive Compensation

Your Role and Responsibilities

You'll handle sophisticated tax matters for clients with $5+ million net worth, including :

Ideal Candidate Profile

Essential Qualifications

You'll Thrive Here If You

Next Steps

We're actively expanding our team to serve growing client demand. This position offers immediate entry into sophisticated wealth management tax practice with authentic work-life balance.

Ready to explore this opportunity? Apply directly or contact keith.shuler@levelociti.com for priority consideration.

Note : We're also recruiting for Tax Preparer, Manager, and Director positions. All experience levels are encouraged to apply or reach out directly.