Senior Tax Associate - Business Management

Proven Recruiting; Denver (CO); Hybrid; USD 100,000 - 110,000; Full time

Job summary

Proven Recruiting, Inc. is seeking a Senior Tax Associate with business management or entertainment client experience to join a growing financial services team serving high-net-worth individuals.

The role offers a hybrid schedule in Encino, CA and remote options within California, focusing on complex tax matters for affluent clients. The Senior Tax Associate will prepare tax returns for individuals, trusts, and pass-through entities, develop quarterly projections, and collaborate with wealth

Qualifications

• 3+ years of public accounting tax experience.
• Experience supporting business management, entertainment, HNW or UHNW clients.
• CPA, EA or actively pursuing certification preferred.
• Bachelor degree required.

Responsibilities

• Prepare tax returns for high-net-worth individuals, trusts, and closely held businesses
• Develop quarterly tax estimates, projections, and analysis for clients
• Research tax issues and communicate findings, recommendations, and tax implications to clients and advisors
• Partner with internal wealth management professionals to deliver a high-touch client experience

Skills

Public accounting tax experience

Experience with high-net-worth clients

CPA/EA certification preferred

Education

Bachelor's degree in Accounting or Finance

Job description

Senior Tax Associate - Business Management

Encino, CA (Hybrid) or California (Remote)

Are you a Senior Tax Associate with business management or entertainment client experience looking to work with sophisticated high-net-worth clients without the pressures of a traditional public accounting environment? Join a growing financial services organization where you'll gain exposure to complex tax matters, work closely with affluent individuals and their businesses, and enjoy a flexible, client-focused culture.

Who you are:

• Bachelors degree in Accounting, Finance, or adjacent field
• 3+ years of public accounting tax experience
• Experience supporting business management, entertainment, high-net-worth (HNW), or ultra-high-net-worth (UHNW) clients
• Experience preparing individual, partnership, S-Corp, trust, and other flow-through entity tax returns
• CPA, EA, or actively pursuing professional certification preferred

What you’ll do:

• Prepare tax returns for high-net-worth individuals, trusts, and closely held businesses
• Develop quarterly tax estimates, projections, and analysis for clients
• Research tax issues and communicate findings, recommendations, and tax implications to clients and advisors
• Partner with internal wealth management professionals to deliver a high-touch client experience

Why work here:

• Business management specialization: Work with sophisticated business management, entertainment, and high-net-worth clientele
• Quality over utilization: Non-billable hours environment focused on client outcomes rather than utilization targets
• Client service focus: No business development or sales responsibilities
• Flexible work arrangement: Hybrid schedule preferred in Encino (3 days per week) with flexibility for fully remote California-based candidates

What does this position pay?

Compensation is determined by several factors which may include skillset, experience level, and education.

The expected range for this role is $100,000 - $110,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

We actively support and promote people of various backgrounds, from race, religion, gender to geographical area, university, lifestyle, and personality type.

Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community.