Senior Tax Associate - Wealth Management

CyberCoders, Inc.; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

CyberCoders, Inc. is seeking a detail-oriented Senior Tax Associate to join our tax practice in Irvine.

You will lead tax compliance and consulting engagements for individuals, partnerships, corporations, and trusts, ensuring accurate preparation and timely filing of returns while identifying tax-saving opportunities. You will mentor junior staff, manage multiple client engagements, and collaborate with internal teams to deliver integrated tax solutions.

Qualifications

• 2+ years of tax experience in public accounting or equivalent

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, corporations, trusts, and estates.
• Perform tax research and analysis to address client issues and ensure compliance.
• Manage client engagements from planning through delivery and deadlines.
• Provide tax planning to identify opportunities for savings and efficiency.
• Supervise and mentor junior staff and review their work for accuracy.

Skills

Tax knowledge

Client communication

Mentoring junior staff

Tax software proficiency

Analytical skills

Education

Bachelor's degree in Accounting/Finance

Advanced degree in taxation or accounting (plus)

Tools

Lacerte

UltraTax

ProSystem fx

Microsoft Excel

Job description

Senior Tax Associate

Position Overview

We are seeking a detail-oriented Senior Tax Associate to join our tax practice. The Senior Tax Associate will lead tax compliance and consulting engagements for individuals, partnerships, corporations, and trusts, ensuring accurate preparation and timely filing of returns while identifying tax-saving opportunities and managing client relationships. This role requires strong technical tax knowledge, public accounting experience, and the ability to mentor junior staff and manage multiple client engagements.

Key Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals, partnerships, corporations, trusts, and estates.
• Perform tax research and analysis to address client-specific issues and ensure compliance with current tax laws and regulations.
• Manage client engagements from planning through delivery, including client communication, document collection, and meeting deadlines.
• Provide tax planning and consulting services to identify opportunities for tax savings and efficiency improvements.
• Supervise and mentor junior staff and review their work for accuracy and completeness.
• Coordinate with accounting, wealth management, and other internal teams on integrated client solutions and tax implications of financial planning strategies.
• Assist with tax provision calculations, estimated tax planning, and support during audits or tax notices.
• Develop and implement process improvements and utilize tax software and tools to increase efficiency and accuracy.
• Maintain up-to-date knowledge of tax law changes and attend relevant trainings and continuing professional education.
• Contribute to business development efforts by supporting proposals and cultivating client relationships.

Qualifications

• Minimum 2+ years of tax experience in public accounting, with demonstrated experience in tax compliance.
• Strong technical knowledge of federal, state, and local tax laws and regulations
• Bachelors degree in Accounting, Finance, or related field; advanced degree in taxation or accounting a plus.
• Proven experience working in public accounting firms and managing client engagements
• Proficiency with tax software (e.g., Lacerte, UltraTax, ProSystem fx) and Microsoft Excel.
• Excellent written and verbal communication skills, with the ability to explain complex tax matters to clients.
• Strong analytical skills, attention to detail, and ability to meet tight deadlines while managing multiple priorities.
• Experience or exposure to wealth management and private client services preferred
• Ability to mentor and lead junior staff and contribute to team development.