Senior Tax CPA/EA for High-Net-Worth Clients (Onsite)

FORTUITY INC; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) matching

Bonus

Competitive salary

Dental insurance

Free food & snacks

Health insurance

Profit sharing

Vision insurance

Job summary

Fortuity is hiring a licensed CPA or Enrolled Agent to deliver tax compliance and advisory services for high-net-worth clients and multi-entity structures. The role is hands-on, with preparation of complex federal/state returns and review of others’ work, complemented by planning with firm principals.

Located in Sherman Oaks, this full-time exempt position opens for immediate hire and requires strong communication, documentation, and multi-state tax expertise.

Qualifications

• Active CPA license in good standing with the California Board of Accountancy, or active Enrolled Agent credential.
• Five or more years of progressive tax preparation experience in public accounting or professional services.
• Experience preparing returns for high-net-worth individuals, trusts, and multi-entity structures.
• Proficiency with tax compliance software and documentation standards.

Responsibilities

• Prepare federal and state income tax returns for individuals, S corporations, partnerships, C corporations, trusts, and estates.
• Review returns prepared by others and ensure accuracy and compliance.
• Prepare quarterly estimated tax calculations, extensions, and year-end projections.
• Manage IRS/state correspondence, notices, and examinations, including representation.
• Support entity structuring, planning, and transaction analysis with principals and outside counsel.
• Document planning opportunities across client structures and multi-state considerations.
• Prepare international information reporting where applicable, including foreign filings.
• Maintain workpapers and GAAP-compliant financial statements as required.

Education

Bachelor's degree in accounting, taxation, finance, or a related field

Master's degree in Taxation or LL.M. in Taxation

Tools

QuickBooks

Microsoft Excel

Job description

Fortuity is hiring a licensed CPA or Enrolled Agent to deliver tax compliance and advisory services for high-net-worth clients and multi-entity structures. The role is hands-on, with preparation of complex federal/state returns and review of others’ work, complemented by planning with firm principals.

Located in Sherman Oaks, this full-time exempt position opens for immediate hire and requires strong communication, documentation, and multi-state tax expertise.