What are the responsibilities and job description for the Tax Associate position at LHH?
A well-established and financial services firm is seeking an experienced Tax Professional to join its team in a newly created position.
This role offers a unique opportunity to apply your tax expertise in a highly relationship-driven environment while working with clients on complex financial and tax planning matters.
Key Responsibilities
- Provide tax planning and consulting services
- Review and oversee individual income tax returns
- Partner with advisors on retirement, estate, and wealth planning strategies
- Participate in client meetings and serve as a trusted resource for tax-related matters
- Identify opportunities to improve clients' overall financial outcomes through proactive planning
- Build and maintain long-term client relationships
Qualifications
- CPA license strongly preferred
- 5 years of tax experience
- Experience working with individual and/or high-net-worth clients
- Strong communication and presentation skills
- Ability to simplify complex tax concepts for clients
- Interest in developing broader financial planning and advisory skills
Why Consider This Opportunity?
- Transition from compliance-focused work into a more consultative role
- Work directly with affluent clients and see the impact of your advice
- Join a collaborative and highly respected firm with a strong culture
- Gain exposure to wealth management and financial planning
- Competitive compensation and bonus opportunity
- Comprehensive benefits package
- Clear long-term growth potential
Compensation: $120,000 - $160,000 DOE
Location: San Ramon, CA
Benefits & Perks
- Comprehensive medical, dental, and vision coverage
- Generous PTO and company holidays
- 401(k) with company match
- Employee Assistance Program
- Ongoing learning and development support
Interested in leading a critical function at a company that values your expertise?
Apply today or connect with LHH to learn more about this opportunity.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
If you have the qualifications above and are interested in this opportunity – please apply today! If you are curious what else is available, please review the LHH website
If you are a tax professional seeking a more client-focused and strategic career path, I would welcome the opportunity to connect and share additional details.
Salary : $120,000 - $160,000