Senior Tax Associate - Wealth Management

Senior Tax Associate

Senior Tax Associate

Position Overview
We are seeking a detail-oriented Senior Tax Associate to join our tax practice. The Senior Tax Associate will lead tax compliance and consulting engagements for individuals, partnerships, corporations, and trusts, ensuring accurate preparation and timely filing of returns while identifying tax-saving opportunities and managing client relationships. This role requires strong technical tax knowledge, public accounting experience, and the ability to mentor junior staff and manage multiple client engagements.

Key Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals, partnerships, corporations, trusts, and estates.
• Perform tax research and analysis to address client-specific issues and ensure compliance with current tax laws and regulations.
• Manage client engagements from planning through delivery, including client communication, document collection, and meeting deadlines.
• Provide tax planning and consulting services to identify opportunities for tax savings and efficiency improvements.
• Supervise and mentor junior staff and review their work for accuracy and completeness.
• Coordinate with accounting, wealth management, and other internal teams on integrated client solutions and tax implications of financial planning strategies.
• Assist with tax provision calculations, estimated tax planning, and support during audits or tax notices.
• Develop and implement process improvements and utilize tax software and tools to increase efficiency and accuracy.
• Maintain up-to-date knowledge of tax law changes and attend relevant trainings and continuing professional education.
• Contribute to business development efforts by supporting proposals and cultivating client relationships.

Qualifications

• Minimum 2+ years of tax experience in public accounting, with demonstrated experience in tax compliance.
• Strong technical knowledge of federal, state, and local tax laws and regulations
• Bachelors degree in Accounting, Finance, or related field; advanced degree in taxation or accounting a plus.
• Proven experience working in public accounting firms and managing client engagements
• Proficiency with tax software (e.g., Lacerte, UltraTax, ProSystem fx) and Microsoft Excel.
• Excellent written and verbal communication skills, with the ability to explain complex tax matters to clients.
• Strong analytical skills, attention to detail, and ability to meet tight deadlines while managing multiple priorities.
• Experience or exposure to wealth management and private client services preferred
• Ability to mentor and lead junior staff and contribute to team development.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 08/17/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Salary

$85000 - $110000 USD per year

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