Senior Tax Associate - Irvine

Proven Recruiting; 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

Senior Tax Associate - HNW Focus - Wealth Management Firm

Ready to take the next step in your tax career without sacrificing your work‑life balance? Join a collaborative team supporting high‑net‑worth clients where you'll receive hands‑on mentorship, meaningful client exposure, and the opportunity to grow alongside experienced tax professionals.

Who you are:

• Bachelors degree in Accounting, Finance, or related field
• 2+ years of public accounting tax experience supporting high‑net‑worth clients, including individual, partnership, S‑Corp, and flow‑through entity tax returns
• CPA, or actively pursuing CPA licensure, preferred
• Strong written and verbal communication skills

What you'll do:

• 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

Why work here:

• HNW client focus: Gain experience working with sophisticated high‑net‑worth clients and complex tax situations
• Growth and development: Join a team that is committed to training, mentoring, and developing emerging tax talent
• Flexible work arrangement: Work onsite in Irvine for your first 90 days, then transition to a hybrid schedule (3 days onsite per week)
• Reasonable busy season expectations: Typically 40‑45 hours during non‑busy season and approximately 55 hours during busy season

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 $92,000-$95,000 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.