Senior Tax Associate (Private Wealth Management)

ABOUT

At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.

Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX, Silicon Valley, CA and Pittsburgh, PA) and 95 employees. The firm manages over $9.2 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over 29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

OPPORTUNITY

The Senior Tax Associate will join a growing Tax Services Department launched in 2023 and now serves over 400 client households. This is a full-time, in-office position based in Newport Beach, CA or Phoenix, AZ.

The Tax Department is intentionally structured to deliver a low-volume, high-touch client experience. Team members are expected to provide technically sound compliance work and support proactive tax planning for high-net-worth individuals and Family Office clients. There is no expectation for business development or client acquisition.

The Senior Tax Associate will work closely with Tax Managers, the Tax Director, and Private Wealth Advisors to support integrated tax and wealth planning. The role includes participation in client planning meetings alongside senior team members and exposure to advisory discussions, with the objective of developing strong client-facing and consultative skills over time.

The role reports to a Tax Manager or Tax Directors and offers a clear path for professional growth.

RESPONSIBILITIES

Client Service & Advisory

• Prepare and support the review of a broad range of tax returns, including but not limited to: Forms 1040, 1041, 709, 1065, 1120S, 1120
• Ensure accurate, complete, and timely preparation of federal and multi state tax filings
• Identify issues, missing information, and potential planning opportunities during return preparation
• Implement review comments and incorporate feedback to improve technical accuracy and efficiency

Tax Compliance & Review

• Support client relationships by assisting with tax questions and follow up items under the guidance of management
• Participate in client meetings and planning discussions alongside Tax Managers and Advisors
• Help translate technical tax concepts into clear explanations for internal teams and clients, as appropriate

Technical Research & Planning

• Conduct research on federal and state tax issues and prepare summaries or draft analyses for review by senior team members
• Develop a working knowledge of tax planning concepts relevant to high net worth individuals, trusts, and pass through entities
• Stay current on tax law changes and emerging issues affecting clients

Team Collaboration & Development

• Collaborate with tax team members to ensure consistent documentation and workpaper standards
• Assist with workflow management and engagement execution during peak periods
• Contribute positively to team culture through reliability, organization, and willingness to learn

QUALIFICATIONS

• Minimum 2-4 years of experience in public accounting or comparable environment
• CPA or CPA track strongly preferred
• Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field
• Working knowledge of: Individual taxation, S corporations, Partnerships, and Trusts and estates
• Experience serving high-net-worth individuals and multi-entity family structures
• Strong attention to detail with effective time management and prioritization skills
• Experience with CCH Axcess and CCH Workflow; BNA Tax Planner
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

CONSIDERATION

• Salary commensurate with experience
• Full benefits package including medical, dental, vision, and disability
• 401(k) plan with TBG contribution of 3% of compensation
• Discretionary annual bonus