High-Net-Worth Tax Specialist

3 days ago


Los Angeles, California, United States Irvine Technology Corporation Full time
Job Overview

Irvine Technology Corporation seeks a qualified Tax Preparer for a remote or hybrid position. As a key member of our wealth advisory firm, you will contribute to high-net-worth tax preparation and planning engagements.

Key Responsibilities
  1. Support clients with quarterly/periodic estimated tax calculations.
  2. Prepare and review personal federal and state tax returns.
  3. Investigate tax notices from federal/state agencies and draft written responses.
  4. Engage actively in client meetings and tax planning sessions.
  5. Leverage advanced tax tools and techniques to enhance efficiency and accuracy.
Requirements
  • Bachelor's degree.
  • Enrolled Agent (EA) certification preferred.
  • Strong analytical and problem-solving skills.
  • Deliver exceptional client service.
  • Communicate effectively through both written and verbal means.
  • Gain experience with high-net-worth tax and planning engagements.
  • Maintain high levels of organization, technical expertise, and teamwork enthusiasm.
  • Demonstrate self-motivation, initiative, collaboration, and results-oriented performance.
  • Develop proficiency in Excel/Word/Outlook/PowerPoint, with an emphasis on Excel.
Location and Compensation

This role is based in Los Angeles, Dallas, Boca Raton, Boulder, or Chicago, with an estimated annual salary range of $80,000-$110,000, including benefits.



  • Los Angeles, California, United States CPA Firm Full time

    High Net Worth Tax SpecialistWe are a relationship-oriented CPA firm established in 1995, specializing in high net worth individuals and closely held growing businesses in diverse fields such as real estate, services, retail, and wholesale trades.**Job Overview:**This is a fantastic opportunity to join our team as a High Net Worth Tax Specialist. In this...


  • Los Angeles, California, United States Disability Solutions Full time

    Job OverviewWe are seeking an experienced and skilled High Net Worth Tax Advisor to join our Private Client Services team as a leadership role. The ideal candidate will have a strong background in tax consulting, excellent communication skills, and the ability to lead high-profile engagements.The successful candidate will be responsible for providing tax...


  • Los Angeles, California, United States Keller Executive Search Full time

    Keller Executive Search is seeking a skilled Tax Manager to join its dynamic team in Los Angeles. This hybrid position provides the unique opportunity to manage high-profile clients, including entrepreneurs, entertainment professionals, and high-net-worth individuals, while leading a dedicated team of tax professionals. The ideal candidate will have at...


  • Los Angeles, California, United States Jobot Full time

    We are seeking a highly skilled High-Net-Worth Tax Associate to join our team at Jobot in Century City (Los Angeles), CA. As a key member of our tax department, you will work closely with high-end clients, providing expert tax services for real estate and entertainment industries.About the RoleWe are offering a competitive salary of $80,000 - $110,000 per...


  • Los Angeles, California, United States Disability Solutions Full time

    About the RoleWe are seeking a Corporate Tax Manager to join our team in High Net Worth Individuals. This role is responsible for providing tax compliance and consulting services to high net worth clients.Key Responsibilities:Manage tax and consulting engagements, identifying client needs, tax planning, and consulting opportunities.Provide executive presence...


  • Los Angeles, California, United States Jobot Full time

    Job Opportunity: Tax Expertise for HNWIsWe are a reputable CPA firm based in San Francisco, CA, with a focus on serving privately-held businesses and high-net-worth individuals.Our clients include influential leaders across various sectors such as technology, real estate, and investment.Key Responsibilities:Develop and implement effective tax strategies for...


  • Los Angeles, California, United States Jobot Full time

    About Us">We are a dynamic firm that is passionate about providing exceptional tax services to our clients. Our team of experienced professionals is dedicated to delivering innovative solutions that meet the complex needs of high-net-worth individuals and partnerships. ">Salary and Benefits">The successful candidate can expect a competitive salary of $80,000...


  • Los Angeles, California, United States Insurance Search Specialists Full time

    Company OverviewInsurance Search Specialists is a leading insurance brokerage firm dedicated to connecting talented professionals with top insurance companies. With over 25 years of experience, we specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits.Salary and BenefitsWe offer an attractive compensation package,...


  • Los Angeles, California, United States Eide Bailly Full time

    **Company Overview**Eide Bailly is a leading CPA and business advisory firm with a strong presence in the Midwest and western United States. With over 40 offices across 15 states, we offer our staff and partners opportunities to serve a variety of industries.We were founded in 1917 and pride ourselves on supporting our employees' goals and interests both in...


  • Los Angeles, California, United States Blue Signal Full time

    Tax Expert PositionWe are seeking a seasoned Senior Tax Accountant to enhance our tax services at Blue Signal, an award-winning executive search firm specializing in professional services. This role is integral to supporting complex tax processes and delivering precise, compliant, and timely filings for high-net-worth (HNW) clients.Key...


  • Los Angeles, California, United States Jobot Full time

    Job DescriptionAs a Senior Tax Advisor, you will play a key role in leading our team of tax professionals to deliver top-notch tax solutions and advisory services to our high net worth clients.Key Responsibilities:Lead and mentor teams to deliver exceptional tax servicesDevelop and implement tax strategies to meet client needsManage client relationships and...


  • Los Angeles, California, United States Top Tier Reps LLC Full time

    **Job Title:** High-Net-Worth Estate Planning Attorney**Company Overview:** Top Tier Reps LLC is a prestigious global firm that provides high-caliber advice on wealth management for international families with diverse investments and global connections.**Estimated Salary:** $287,500 - $392,500 per year (salary range may vary based on experience)Our ideal...


  • Los Angeles, California, United States Insurance Search Specialists Full time

    Key ResponsibilitiesThe successful candidate will be responsible for managing an established book of high net worth clients, including:Educating customers/clients on their policy coveragesCollaborating with Quality Managers to address any questions or discrepancies on customer accountsProactively soliciting increases in coverages for accounts at every...


  • Los Angeles, California, United States Cresset Capital Full time

    We are seeking a highly skilled and experienced Associate, Business Management Services to join our team at Cresset Capital.About the RoleThis is an exciting opportunity for a motivated and detail-oriented individual to work with ultra-high net worth clients, providing exceptional administrative and private banking services. As a key member of our team, you...

  • Tax Associate

    3 weeks ago


    Los Angeles, California, United States Jobot Full time

    Company OverviewOur CPA firm is headquartered in Century City, Los Angeles, and offers a wide range of tax and accounting services to individual and business clients. We specialize in real estate, entertainment, and media, and pride ourselves on providing personalized attention and career growth opportunities.Salary and BenefitsWe offer a competitive salary...


  • Los Angeles, California, United States Fortify Capital Full time

    Role ResponsibilitiesThe Private Wealth Services Associate will be responsible for providing comprehensive support to high net worth clients, including assistance with client accounts and transactions, ensuring compliance and reporting, and providing operational and client support. The ideal candidate will have a bachelor's degree, FINRA registration (Series...


  • Los Angeles, California, United States Jobot Full time

    Why Work at Jobot?We offer a unique opportunity to work in a forward-thinking firm that prioritizes innovation, collaboration, and professional growth.Average salary for a Tax Manager at Jobot: $160,000 - $220,000 per year.Job Requirements:Experience as a Tax Manager or similar roleStrong leadership and mentoring skillsAbility to analyze complex tax issues...


  • Los Angeles, California, United States Irvine Technology Corporation Full time

    About the RoleWe are seeking a talented Tax Preparer to join our team at Irvine Technology Corporation. As a key member of our team, you will play a critical role in supporting our clients with their tax needs.Key ResponsibilitiesAssist with the preparation of quarterly/periodic estimated tax calculationsPrepare and review personal federal and state tax...


  • Los Angeles, California, United States Jobot Full time

    Job SummarySought after Senior Tax Manager to provide expert tax guidance to high-net-worth individuals and entities in a fully remote setting. This position offers a competitive salary of $175,000 - $200,000 per year, commensurate with experience.About UsWe are a highly respected CPA firm based in San Francisco, CA, known for our focus on privately-held...

  • Tax Manager

    4 weeks ago


    Los Angeles, California, United States Eide Bailly Full time

    About the RoleAs a Tax Senior Manager at Eide Bailly, you will play a key role in helping high-net-worth individuals transition wealth to the next generation. Your expertise in individual income tax and estate tax planning will be essential in creating comprehensive plans that ensure maximum tax benefits. You will work closely with clients to interpret and...