What are the responsibilities and job description for the Sr. Tax Associate (Non-Billable Hours) - SoCal position at Proven Recruiting?
Senior Tax Associate – Wealth Management Firm – Remote (Southern California)
Are you a confident, client-facing tax professional who thrives in a collaborative, fast-paced environment? Join a nationally recognized wealth-focused tax team supporting high net-worth individuals, trusts, and closely held businesses. In this role, you’ll take ownership of complex business and individual tax work, communicate directly with clients, and help drive quality and accuracy across a rapidly growing tax organization. This is your opportunity to step into a senior-level role where your technical expertise, professionalism, and communication skills directly impact client experience and team success.
Who you are:
Note: We actively support and promote people of various backgrounds, from race and religion, to gender, geographical area, university, lifestyle, and personality type. Proven Recruiting is minority-owned, majority women, and a strong advocate for diversity and inclusion in the broader community. Apply today!
Are you a confident, client-facing tax professional who thrives in a collaborative, fast-paced environment? Join a nationally recognized wealth-focused tax team supporting high net-worth individuals, trusts, and closely held businesses. In this role, you’ll take ownership of complex business and individual tax work, communicate directly with clients, and help drive quality and accuracy across a rapidly growing tax organization. This is your opportunity to step into a senior-level role where your technical expertise, professionalism, and communication skills directly impact client experience and team success.
Who you are:
- Bachelor’s degree in Accounting or a related field. Working towards CPA or EA.
- 2–4 years of public accounting experience with strong business return exposure
- Confident, articulate communicator comfortable engaging directly with clients
- Highly organized, detail-driven, and able to manage multiple deadlines
- Prepare business entity returns and individual returns
- Develop quarterly tax estimates and projections
- Communicate directly with clients regarding tax matters and deliverables
- Assist with tax notice responses and initial correspondence drafts
- Collaborate with internal teams to ensure accurate data and timely workflow
- Impact: Contribute directly to high?net?worth client outcomes with your tax expertise
- Visibility: Frequent client interaction and close collaboration with advisory teams
- Growth: Strong support for pursuing CPA/EA and expanding technical skills
- Balance: Predictable hours with non-billable structure (50–55 busy season; 40–45 off-season)
- Culture: Collaborative, supportive environment focused on quality and development
- Compensation is determined by several factors which may include skillset, qualifications/certifications, experience level, and geographic location
- The expected range for this role is $90,000-$95,000, annualized base compensation. Please note this range is an estimate and actual may vary based on qualifications, physical location and experience
Note: We actively support and promote people of various backgrounds, from race and religion, to gender, geographical area, university, lifestyle, and personality type. Proven Recruiting is minority-owned, majority women, and a strong advocate for diversity and inclusion in the broader community. Apply today!
Salary : $90,000 - $95,000