Hybrid: Senior Tax Associate, Private Wealth

Aspiriant Llc; Irvine (CA); Ibrido; USD 85.000 - 125.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401(k) with company match

Bonus program

Hybrid work arrangement

Continuing education assistance

Descrizione del lavoro

Aspiriant is seeking a Senior Associate in Tax Services in Irvine, CA. This experienced role requires 3–5 years of tax experience, ownership of client engagements, and leadership in mentoring team members.

We offer a collaborative, learning-focused environment with continuing education support, strong health coverage, a 401(k) match, and a hybrid work arrangement. The role emphasizes analytical rigor and professional mentorship.

Competenze

• Bachelor’s degree in Accounting (or equivalent with accounting coursework).
• Minimum 3–5 years of experience in tax or public accounting.
• CPA license, CPA eligibility, or Master’s in Taxation/MBT preferred.
• Strong knowledge of individual and entity taxation, including partnerships, corporations, trusts.
• Experience with professional tax software and electronic workpapers.

Mansioni

• Prepare and review individual and entity tax returns.
• Prepare quarterly estimates and assist with planning engagements.
• Research technical tax matters and develop client recommendations.
• Assist with tax audits, notices, and authority communications.
• Collaborate with wealth managers and clients for data gathering.
• Manage multiple engagements with deadlines, ensuring accuracy.
• Review work for completeness and identify planning opportunities.
• Mentor Associates and oversee onboarding and knowledge sharing.
• Lead workflow improvements and contribute to team operations.

Conoscenze

Tax compliance

Client engagement

Analytical reasoning

Mentoring

Microsoft Excel

Formazione

Bachelor’s degree in Accounting

CPA/license or Master’s in Taxation/MBT preferred

Strumenti

Professional tax software

Electronic workpapers

Descrizione del lavoro

Aspiriant is seeking a Senior Associate in Tax Services in Irvine, CA. This experienced role requires 3–5 years of tax experience, ownership of client engagements, and leadership in mentoring team members.

We offer a collaborative, learning-focused environment with continuing education support, strong health coverage, a 401(k) match, and a hybrid work arrangement. The role emphasizes analytical rigor and professional mentorship.