Current jobs related to Senior Tax Professional for High Net Worth Individuals - Irvine, California - Jobot

  • Eide Bailly Tax Group Leader

    3 weeks ago

    Irvine, California, United States Eide Bailly Full time

    About the RoleWe are seeking a seasoned professional with extensive experience in managing relationships with high-net-worth individuals, families, and family offices. As the Signature Client Solutions Group Leader, you will be responsible for establishing, leading, and managing a dynamic team in providing comprehensive tax and consulting services to our...

  • Tax Professional

    6 days ago

    Irvine, California, United States Guardian Tax Service Full time

    Guardian Tax Service is seeking an experienced Tax Professional to join our team. As an Enrolled Agent, you will be responsible for resolving tax disputes and negotiating with the IRS on behalf of our clients.Key Responsibilities:Calling the IRS to complete tax investigations and order account transcripts, wage and income reportsCommunicating with the IRS...

  • Luxury Real Estate Sales Professional

    2 weeks ago

    Irvine, California, United States KW Irvine Full time

    Job OverviewThis is a high-end real estate sales position where you will drive success by connecting with high-net-worth clients and managing a steady stream of warm leads. As an integral part of our team, you will be responsible for lead generation, client engagement, and sales funnel mastery.Key Responsibilities:Strategically seek and secure high-quality...

  • Tax Resolution Sales Representative

    1 month ago

    Irvine, California, United States Tax Resolution Plus Full time

    About Tax Resolution PlusWe're a leading tax relief firm dedicated to providing exceptional service to individuals and businesses across the United States. As a BBB ACCREDITED company, we're committed to excellence and strive to give our clients a 'Fresh Start' with their finances and tax debt resolutions.Our MissionWe're seeking highly motivated and...

  • Tax Resolution Specialist

    1 month ago

    Irvine, California, United States Amity One Tax Full time

    Amity One Tax is seeking a motivated and organized Tax Settlement Officer to join our team. As a key member of our sales team, you will be responsible for engaging with potential clients over the phone to coach and educate them on their tax debt opportunities. You will also be responsible for tailoring and presenting our services to meet each individual's...

  • Tax Investigation Specialist

    1 month ago

    Irvine, California, United States Amity One Tax Full time

    About the PositionWe are seeking a highly skilled Tax Investigation Specialist to join our team at Amity One Tax. As a Tax Investigation Specialist, you will be responsible for initiating outbound calls to the IRS to gather information about clients' tax concerns and issues. You will also compile and organize comprehensive reports detailing clients' tax...

  • Tax Resolution Specialist

    1 month ago

    Irvine, California, United States Amity One Tax Full time

    Job Overview:Amity One Tax is a leading tax resolution firm recognized for our dedication to quality service and exceptional results. We are seeking ambitious individuals to enhance our sales team as a Resolution Specialist.Key Responsibilities:Consultation: Engage with potential clients to understand their unique tax challenges.Sales Presentation: Tailor...

  • Senior Tax Professional

    4 weeks ago

    Irvine, California, United States CyberCoders Full time

    About This OpportunityJoin CyberCoders, a top-ranked CPA firm, in its search for a Tax Manager with International Tax & HNWI experience. This role offers a rewarding career path with a competitive salary range of $140K - $180K+ and opportunities for growth and professional development.Key Responsibilities:Reviewing tax returns and leading a team of...

  • Tax Resolution Specialist

    1 month ago

    Irvine, California, United States Amity One Tax Full time

    Job Title: Tax Resolution SpecialistWe are a rapidly growing tax firm, Amity One Tax, and we provide comprehensive solutions for IRS concerns, allowing our clients to finally get the relief they have been searching for.Job Summary:As a Tax Resolution Specialist, you will play a crucial role in becoming an expert navigator in the complex world of IRS and...

  • Tax Relief Sales Specialist

    1 month ago

    Irvine, California, United States Amity One Tax Full time

    Job SummaryWe are seeking a highly motivated and results-driven Tax Relief Sales Specialist to join our team at Amity One Tax. As a Tax Relief Sales Specialist, you will be responsible for engaging with clients over the phone to understand their tax-related challenges and present the advantages of our tax relief services.Key Responsibilities:Conduct inbound...

  • Senior Taxation Professional

    4 weeks ago

    Irvine, California, United States CyberCoders Full time

    We are a midsize CPA firm offering tax, accounting, audit, business consulting, wealth management, and fiduciary consulting services. Our hybrid to loose remote model allows for a strong work-life balance. We invest in our employees' skillsets and offer full benefits, including partial coverage of medical and dental insurance premiums.This Tax Senior role is...

  • Tax Sales Representative

    1 month ago

    Irvine, California, United States Amity One Tax Full time

    About the RoleThe Inside Sales Representative's key role is to welcome clients, manage initial interactions, set expectations, and guide them through the process of registering and using the client portal. This position serves as the initial contact for new clients seeking tax preparation and resolution services. Your objective is to ensure each client...

  • Senior Financial Analyst

    1 month ago

    Irvine, California, United States WOTM - Partners Professional Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Analyst to join our team at WOTM - Partners Professional. As a key member of our Professional Division, you will be responsible for preparing and analyzing financial reports, managing accounts payable and receivable, and reconciling financial statements and bank transactions.Key...

  • Tax Manager or Senior Manager, Operating Partnerships and Corporations

    1 month ago

    Irvine, California, United States KPMG-UnitedStates Full time

    Business Title: Tax Manager or Senior Manager, Operating Partnerships and CorporationsRequisition Number:111044 - 10Function:Tax ServicesArea of Interest:State: CACity:San DiegoDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success....

  • Senior Accounting Professional

    1 month ago

    Irvine, California, United States Center Street Lending Full time

    Job SummaryWe are seeking a highly skilled Senior Accounting Professional to join our team at Center Street Lending. As a key member of our financial operations team, you will be responsible for ensuring the accuracy and integrity of our financial records.Key ResponsibilitiesVerify, allocate, post, and reconcile accounts payable and receivable.Produce...

  • Tax Audit Professional

    4 weeks ago

    Irvine, California, United States CliftonLarsonAllen Full time

    At CliftonLarsonAllen, we're dedicated to building a culture that welcomes diverse perspectives and fosters growth. Our competitive compensation strategy emphasizes collaboration and career development, paying wages that reflect factors like geography, experience, education, skills, and knowledge.As a Tax Audit Professional, you'll be part of our team in...

  • Senior Audit Professional

    4 weeks ago

    Irvine, California, United States Jobot Full time

    Senior Audit ProfessionalJobot is a top 200 firm providing comprehensive consulting, accounting, and advisory services. We are seeking a highly motivated Senior Audit Professional to join our team. The ideal candidate will have a minimum of 3 years of experience in auditing or assurance services, preferably in the financial services industry, and a Certified...

  • Senior Audit Professional

    1 month ago

    Irvine, California, United States Archetype Permanent Solutions Full time

    Senior Audit ProfessionalArchetype Permanent Solutions is seeking a highly skilled Senior Audit Professional to join our team in Irvine, California. As a Senior Audit Professional, you will be responsible for performing audit procedures in complex areas and supervising staff while building technical competence and functioning as the primary day-to-day...

  • Tax Experts Wanted

    1 week ago

    Irvine, California, United States RES Consultant Group Full time

    Job OverviewNationally recognized RES Consultant Group is seeking experienced Tax Professionals to join our team. Our ideal candidate will have a strong background in tax preparation, particularly with insurance company clients.We are looking for individuals who can work remotely or be based near Irvine, CA and have experience in the Construction, Real...

  • Tax Compliance Specialist

    6 hours ago

    Irvine, California, United States Western Digital Full time

    Job OverviewWe are seeking a highly skilled Tax Compliance Specialist to join our team at Western Digital. As a key member of our tax department, you will play a critical role in ensuring compliance with transfer pricing policies and managing legal entity results.Key Responsibilities:Transfer Pricing Compliance: Ensure compliance with transfer pricing...

Senior Tax Professional for High Net Worth Individuals

1 month ago

Irvine, California, United States Jobot Full time

Job Summary

We are seeking a Senior Tax Professional to lead tax engagements for high net worth individuals and privately held companies. The ideal candidate will have 4+ years of recent public accounting tax experience and a proven ability to research complex tax issues.

Key Responsibilities

  • Lead tax engagements for high net worth individuals and privately held companies
  • Research complex tax issues and develop quality, practical tax planning
  • Collaborate with a dynamic team to deliver exceptional client service

Requirements

  • 4+ years of recent public accounting tax experience
  • Proven ability to research complex tax issues and develop quality, practical tax planning
  • Strong computer skills, including solid working knowledge of CCH ProSystem fx tax

About Us

Our dynamic, full-service accounting firm is based in Oakland, CA, and offers a range of benefits, including paid holidays, medical insurance, and dental and vision insurance.