Tax Associate

Slaten Wealth Management; Anaheim (CA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k) + match

PTO

Medical benefits

Education or Student Loan assistance

Job summary

Slaten Wealth Management in Anaheim is seeking a Tax Associate to handle end-to-end individual and small business tax returns, with opportunities to expand into financial planning. You will support client advisory meetings, prepare documentation, and help model retirement projections using planning software.

The role requires active Enrolled Agent or CTEC licensure, with a path to advanced designations. Competitive benefits are offered, along with a schedule Monday–Thursday and tax-season

Qualifications

• Must possess an active, unrestricted credential: Enrolled Agent or CTEC required upon hire.
• Prior tax preparation experience required.
• Bachelor’s degree in Accounting, Finance, Economics, or related business field preferred.
• Growth mindset with interest in expanding into financial planning and investment services.
• Strong written and verbal communication, high attention to detail.

Responsibilities

• Tax planning and return preparation for individual and small business clients.
• Assist in client advisory meetings, follow-ups, and record updates.
• Learn financial plan construction for retirement projections and wealth scenarios.
• Maintain real-time CRM records and ensure regulatory compliance.

Skills

Tax experience

Client advisory

Attention to detail

Communication

Education

Bachelor's degree in Accounting/Finance

Tools

Lacerte

Holistiplan

RetirementAnalyzer

Income Lab

Job description

WEALTH MANAGEMENT OFFICE IN ANAHEIM AREA

Tax Associate

Position Title: Tax Associate

Position Type: Full-Time, Permanent

Target Experience: Tax Experience Required; CTEC License Mandatory

Base Compensation: $50,000 – $60,000 Base Salary + Performance Bonuses + Comprehensive Benefits

Schedule: Monday - Thursday for most of the year (closed Fridays; occasional Saturday events) During tax season (February 15-April 15) Monday - Saturday.

Position Summary

Join our small, friendly team! A woman-owned business is looking for an Enrolled Agent or CTEC licensed Tax Associate to join their team. Tax experience is required with a future growth plan to expand into financial planning and investment services.

Key Responsibilities

• Tax Planning & Return Preparation: Learn and execute end-to-end individual (Form 1040) and small business tax return preparation (Schedule C & E) both in person and remotely (if clients choose), scaling up to handle ~300 tax returns annually during peak tax season. Model tax-bracket optimizations and tax mitigation strategies utilizing tax software (e.g., Lacerte, Holistiplan).
• Client Advisory & Relationship Support: Shadow leadership in client advisory meetings, drafting follow-ups, agendas, and meeting summaries. Assist in annual review meetings, tracking client life changes, updating records, and analyzing cash flow and risk exposures.
• Financial Planning Expansion & Operations: Learn financial plan construction utilizing planning software (e.g., RetirementAnalyzer, Income Lab) to model retirement projections and wealth scenarios for tax planning services, or future financial planning expansion.
• Compliance & Best Practices: Maintain accurate, real-time records of all client interactions, transactions, and tax records in the CRM. Ensure all client work adheres to legal, ethical, and industry regulatory standards.

Candidate Qualifications

• Credentials: Must possess an active, unrestricted credential: Enrolled Agent or CTEC required upon hire. Willingness to pursue advanced designations (such as Enrolled Agent, Series 65, or CFP®) as the role expands into financial planning (100% sponsored by the office).
• Experience: Prior tax preparation experience required.
• Education: Bachelor’s degree in Accounting, Finance, Economics, or a related business field preferred.
• Growth Mindset: Strong desire to deliver high-quality tax returns while developing expertise in financial planning and investment management.
• Core Competencies: High emotional intelligence, empathy, meticulous attention to detail, and strong written and verbal communication skills.
• Base Salary: $50,000 – $60,000 annually.
• 100% Credential Sponsorship: Fully funded exam preparation materials, testing fees, and professional dues for advanced designations (EA, Series 65, or CFP®).
• Performance Incentives: Seasonal bonus based on performance.
• Comprehensive Benefits: Competitive benefits including 401(k) + match, PTO, Medical, Education or Student Loan assistance.
• Schedule: Monday - Thursday for most of the year (closed Fridays; occasional Saturday events) During tax season (February 15-April 15) Monday - Saturday.