Senior Tax Associate - UHNW

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

Job summary

Proven Recruiting is seeking a Senior Tax Associate to work with ultra-high-net-worth clients in a hybrid role in Encino, CA or remotely within California. You will handle tax returns for individuals, trusts, partnerships, and closely held businesses, focusing on UHNW matters and planning strategies.

This role offers a non-billable hours environment, no business development duties, and a reasonable busy season. A CPA or EA is preferred, with 3+ years of tax experience in public accounting.

Qualifications

• Bachelor's degree in Accounting, Finance, or adjacent field.
• 3+ years of public accounting tax experience.
• Extensive experience supporting ultra-high-net-worth (UHNW) clients.
• Experience preparing individual, trust, partnership, S-Corp, and other closely held business tax returns.
• CPA, EA, or actively pursuing professional certification preferred.

Responsibilities

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

Skills

Public accounting tax experience

UHNW client experience

CPA/EA preferred

Education

Bachelor's degree in Accounting/Finance

Job description

Senior Tax Associate - UHNW - Encino, CA (Hybrid) or California (Remote)

Are you a Senior Tax Associate with ultra-high-net-worth client experience looking to step away from the pressures of traditional public accounting? Join a leading financial services organization where you'll work with sophisticated UHNW clients, gain exposure to complex tax matters, and enjoy a non-billable hours environment focused on client outcomes rather than utilization targets.

Who you are:

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

What you'll do:

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

Why work here:

• UHNW specialization: Focus your practice on sophisticated ultra-high-net-worth clients and complex tax matters
• Quality over utilization: Enjoy a non-billable hours environment focused on client service and outcomes rather than chargeable hour targets
• Client service focus: No business development or sales responsibilities
• Reasonable busy season expectations: Typically 50-55 hours during busy season and 40-45 hours during non-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 $100,000 - $110,000 on base 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.