Senior Tax Associate

Alliance Resource Group; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Alliance Resource Group seeks a Tax Senior to leverage tax experience while gaining exposure to general accounting and holistic financial planning for high-net-worth individuals in the entertainment industry.

The role is roughly 50% tax compliance and 50% day-to-day accounting and financial management, with a firm that emphasizes work-life balance and supportive benefits.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• CPA license or active CPA-track status preferred.
• Prior accounting and tax-preparation experience required. Knowledge of individual, entity, partnership, and multistate tax compliance; international tax experience is a plus.

Responsibilities

• Review client accounts and follow up on discrepancies or outstanding items.
• Prepare individual and corporate tax returns, workpapers, and quarterly estimated tax payments.
• Prepare budgets, cash-flow projections, cash-needs reports, and financial analyses.
• Review client disbursements in AgilLink for accuracy, documentation, and client approval requirements.
• Monitor income, expenses, cash balances, and upcoming obligations.
• Assist with general ledger activity, reconciliations, financial statements, and client reports.
• Review contracts and deal documents for payment, tax, and cash-flow considerations.
• Support year-end planning, entity closes, payroll, distributions, and tax withholding.
• Communicate with clients and coordinate with outside advisors, including attorneys, tax advisors, investment managers, insurance professionals, and agents.
• Assist with real estate, financing, escrow, and other significant client transactions.
• Perform other accounting, tax, and business-management duties as assigned.

Education

Bachelor’s degree in Accounting, Finance, or related field

Job description

Are you a Tax Senior looking for a role where you can leverage your tax experience while gaining exposure to general accounting and holistic financial planning?

We’ve partnered with a boutique business management firm looking to add a Senior Associate/Junior Manager to its growing team. The firm prioritizes its clients and employees equally and offers a unique opportunity to broaden your skill set beyond traditional tax.

The role is approximately 50% tax compliance and 50% day-to-day accounting and financial management for high-net-worth individuals in the entertainment industry.

This firm has low turnover and we have hired multiple people for the organization who still remain with the company. They offer great work life balance as well as benefits.

Duties include but not limited to:

• Review client accounts and follow up on discrepancies or outstanding items.
• Prepare individual and corporate tax returns, workpapers, and quarterly estimated tax payments.
• Prepare budgets, cash-flow projections, cash-needs reports, and financial analyses.
• Review client disbursements in AgilLink for accuracy, documentation, and client approval requirements.
• Monitor income, expenses, cash balances, and upcoming obligations.
• Assist with general ledger activity, reconciliations, financial statements, and client reports.
• Review contracts and deal documents for payment, tax, and cash-flow considerations.
• Support year-end planning, entity closes, payroll, distributions, and tax withholding.
• Communicate with clients and coordinate with outside advisors, including attorneys, tax advisors, investment managers, insurance professionals, and agents.
• Assist with real estate, financing, escrow, and other significant client transactions.
• Perform other accounting, tax, and business-management duties as assigned.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• CPA license or active CPA-track status preferred.
• Prior accounting and tax-preparation experience required. Knowledge of individual, entity, partnership, and multistate tax compliance; international tax experience is a plus.