Senior Tax Advisor (EA/CPA) – Client Growth & Planning

Pacific Executive Search LLC; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Pacific Executive Search LLC is seeking an on-site Accountant in Southern California to manage a substantial tax client portfolio. The role requires an EA or CPA, at least five years of direct tax preparation experience, and proficiency with complex federal/state returns.

The position emphasizes year-round advisory services, client relationship management, and collaboration with staff. Expect extended hours during peak tax season in the South Bay area.

Qualifications

• Active Enrolled Agent (EA) or Certified Public Accountant (CPA) license in good standing.
• Minimum five years of direct tax preparation experience.
• Experience handling complex individual and business tax returns (federal/state).
• Strong communication skills to explain tax concepts clearly.
• Ability to handle IRS/state audits and correspondence.
• On-site full-time work in the South Bay area.

Responsibilities

• Prepare and review tax returns for individuals and business entities (1040, S corp, C corp, partnerships, trusts).
• Provide year-round tax planning, entity structuring, and retirement planning guidance.
• Perform quality control on returns and optimize tax opportunities.
• Represent clients in IRS/state communications and audits.
• Utilize tax software and digital tools for documentation and e-signatures.
• Maintain client relationships and coordinate with staff.
• Commit to extended hours during peak tax season.

Skills

Portfolio management

Strong communication

Tax return expertise

Education

CPA or EA credential

Tools

Intuit ProSeries

Job description

Pacific Executive Search LLC is seeking an on-site Accountant in Southern California to manage a substantial tax client portfolio. The role requires an EA or CPA, at least five years of direct tax preparation experience, and proficiency with complex federal/state returns.

The position emphasizes year-round advisory services, client relationship management, and collaboration with staff. Expect extended hours during peak tax season in the South Bay area.