Strategic Tax Analyst for High-Net-Worth Clients (CPA/EA)

GENWEALTH 360; Long Beach (CA); On-site; USD 95,000 - 116,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Training & development

Vision insurance

Opportunity for advancement

Job summary

Genwealth 360 is seeking a Strategic Tax Analyst to join our team of financial innovators. You will analyze tax data, identify savings opportunities, and prepare returns for high net worth physicians and practice owners, ensuring compliance while shaping comprehensive tax strategies.

You will collaborate with financial planners to weave tax insights into broader financial plans, stay current on tax law changes, and educate clients to help them understand and maximize their fiscal health.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required; advanced credentials preferred.
• 3–5 years of tax analysis or preparation experience for high-net-worth clients.
• Proficiency with Pro Series and Excel required; strong analytical skills.

Responsibilities

• Conduct in-depth tax research and analysis across federal, state, and local laws.
• Prepare and review complex tax returns for high-net-worth individuals and entities.
• Identify and recommend tax-saving strategies.
• Collaborate with financial planners to integrate tax strategies into plans.
• Stay updated on tax law changes and apply to client strategies.
• Educate and advise clients to improve understanding and engagement.

Skills

Analytical thinking

Problem-solving

Organizational skills

Education

Bachelor's degree in Accounting, Finance, or related field

Master's In Accounting, Enrolled Agent, CPA preferred

Tools

Pro Series

Microsoft Excel

Job description

Genwealth 360 is seeking a Strategic Tax Analyst to join our team of financial innovators. You will analyze tax data, identify savings opportunities, and prepare returns for high net worth physicians and practice owners, ensuring compliance while shaping comprehensive tax strategies.

You will collaborate with financial planners to weave tax insights into broader financial plans, stay current on tax law changes, and educate clients to help them understand and maximize their fiscal health.