Senior Tax Associate - Hybrid HNW/Entertainment Client Focus

Proven Recruiting, Inc.; Denver (CO); Hybrid; USD 100.000 - 110.000; Vollzeit

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Public accounting tax experience

Experience with high-net-worth clients

CPA/EA certification preferred

Ausbildung

Bachelor's degree in Accounting or Finance

Jobbeschreibung

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