What are the responsibilities and job description for the Senior Tax Associate position at SteelPeak Wealth?
Location: Santa Barbara, CA (Hybrid)
About SteelPeak Wealth
SteelPeak Tax Consulting is a division of SteelPeak Wealth, a comprehensive wealth management firm offering family office services, investment advisory, and tax consulting. We serve high-net-worth individuals, families, and closely held businesses with personalized, sophisticated financial solutions.
Position Overview
We are seeking a highly skilled and detail-oriented Senior Tax Associate to join our growing tax team. This hands-on role involves the preparation of individual, corporate, partnership, and trust tax returns, along with accounting support. You’ll work closely with experienced professionals to deliver high-quality service to a range of clients—from small businesses to high-net-worth individuals.
Key Responsibilities
- Prepare individual, partnership, trust and corporation tax returns
- Ensure tax filings are complete, accurate, and compliant with current laws
- Support full-cycle accounting, including adjusting journal entries
- Work within QuickBooks, QuickBooks Online (QBO), Sage
- Review client financials and source documents, flag inconsistencies
- Maintain thorough, organized workpapers for internal review
- Occasionally assist with client questions and follow-up documentation
Qualifications
- 5 years of hands-on experience with federal income tax preparation
- 5 years of experience with QuickBooks, QBO, and Sage
- Strong experience working with small business and high-net-worth clients
- International tax experience a plus (e.g., expatriate returns)
- Detail-oriented with excellent organizational skills
- CPA or EA designation preferred (or actively working toward it)
- Experience with CCH Axcess Suite a plus
What We Offer
- Flexible hybrid work structure
- Paid Time Off accrual
- 401(k) with company match (eligible after one year)
- Health insurance allowance
- Collaborative, supportive team environment
- Exposure to diverse and sophisticated financial situations
- Long-term professional growth within a client-focused firm
Salary : $100,000 - $120,000