Senior Tax Associate – HNW Wealth Focus (Hybrid)

Proven Recruiting, Inc.; Irvine (CA); Hybrid; USD 92,000 - 95,000; Full time

Job summary

Proven Recruiting, Inc. in Irvine is seeking a Senior Tax Associate focused on high-net-worth clients within a wealth management firm. You will gain hands-on mentorship, meaningful client exposure, and opportunities to grow alongside experienced tax professionals while maintaining a healthy work-life balance.

Initial onsite work for 90 days, followed by a hybrid schedule (3 days onsite per week). The role offers a compensation range of $92,000–$95,000 per year with strong development potential

Qualifications

• 2+ years of public accounting tax experience supporting high-net-worth clients, including individual, partnership, S‑Corp, and flow-through entity tax returns.
• CPA licensure preferred or pursuing licensure.
• Strong written and verbal communication skills.

Responsibilities

• Prepare and review tax returns for high‑net‑worth individuals and flow‑through entities
• Partner with senior tax professionals to support tax planning, compliance, and advisory engagements
• Research tax issues and assist with client deliverables and correspondence
• Build technical expertise while developing trusted relationships with clients and team members

Skills

Public accounting tax experience

CPA licensure preferred

Strong written and verbalcommunication

Education

Bachelor's degree in Accounting/Finance

Job description

Proven Recruiting, Inc. in Irvine is seeking a Senior Tax Associate focused on high-net-worth clients within a wealth management firm. You will gain hands-on mentorship, meaningful client exposure, and opportunities to grow alongside experienced tax professionals while maintaining a healthy work-life balance.

Initial onsite work for 90 days, followed by a hybrid schedule (3 days onsite per week). The role offers a compensation range of $92,000–$95,000 per year with strong development potential