- Partner directly with UHNW clients to deliver tax planning strategies, projections, and advisory services
- Review and sign complex tax returns while ensuring accuracy and compliance
- Analyze sophisticated tax, wealth transfer, business ownership, and philanthropic planning opportunities
- Build trusted client relationships and communicate complex tax concepts in a clear, actionable manner
Why work here:
- Quality over utilization: Non-billable hours environment focused on client outcomes rather than utilization targets
- Individual contributor opportunity: Individual contributor role with no people-management responsibilities
- UHNW specialization: Focus your practice on complex tax planning and advisory services for high-net-worth and ultra-high-net-worth clients
- Client service focus: No business development or sales responsibilities
- Flexible work arrangement: Hybrid schedule preferred in Encino with consideration for strong California-based remote candidates
- Work-life balance: Very adaptable time off and significantly less hours than traditional public accounting
What does this position pay?
Compensation is determined by several factors which may include skillset, experience level, and education.
The expected range for this role is $135,000-$170,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.