Senior Tax Associate – Trusts & Estates (HNW) – Remote

Jobot; Irvine (CA); Híbrido; USD 120 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health Insurance

401(k) with employer matching

Paid Time Off

Professional Development

Flexible Work Arrangements

Resumo da oferta

Jobot, a well-established public accounting firm in Irvine, CA, seeks a Senior Tax Associate specializing in trusts, estates, and high-net-worth individuals. You will prepare and review complex returns, advise on planning strategies, and mentor junior staff while supporting client relationships.

Applicants should have 5-7 years of public accounting tax experience, EA certification, strong communication, and the ability to work independently.

Qualificações

• 5-7 years of relevant experience in public accounting or tax work.
• Enrolled Agent (EA) required; CPA preferred.
• Strong written and verbal communication skills.

Responsabilidades

• Prepare and review complex individual, trust, estate, and gift tax returns
• Assist in preparing multi-state and international individual tax filings
• Support year-end tax planning and quarterly estimate processes for high-net-worth clients
• Respond to IRS, FTB, and other tax authority inquiries and assist in managing audits
• Conduct tax research and contribute to internal training and development initiatives
• Provide guidance and oversight to interns and staff, fostering a culture of collaboration and communication
• Communicate with managers and partners regarding project updates and client needs
• Manage workload to meet internal deadlines and statutory filing requirements
• Continuously expand knowledge of federal, state, and local tax codes and best practices

Conhecimentos

Strong written and verbal comms

Highly organized

Ability to work independently

Formação académica

Enrolled Agent (EA) certification

CPA preferred

Ferramentas

QuickBooks

CCH ProSystem Engagement

CCH Axcess

Descrição da oferta de emprego

Jobot, a well-established public accounting firm in Irvine, CA, seeks a Senior Tax Associate specializing in trusts, estates, and high-net-worth individuals. You will prepare and review complex returns, advise on planning strategies, and mentor junior staff while supporting client relationships.

Applicants should have 5-7 years of public accounting tax experience, EA certification, strong communication, and the ability to work independently.