Tax Associate - EA/CTEC Licensed, Growth into Financial Planning

Slaten Wealth Management; Anaheim (CA); Vor Ort; USD 50.000 - 60.000; Vollzeit

Benefits dieser Stelle

401(k) + match

PTO

Medical benefits

Education or Student Loan assistance

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Tax experience

Client advisory

Attention to detail

Communication

Ausbildung

Bachelor's degree in Accounting/Finance

Tools

Lacerte

Holistiplan

RetirementAnalyzer

Income Lab

Jobbeschreibung

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