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Tax Accountant $80k-$100k

Whitman Advisory Job Community
Thousand Oaks, CA Full Time
POSTED ON 2/21/2026 CLOSED ON 3/21/2026

What are the responsibilities and job description for the Tax Accountant $80k-$100k position at Whitman Advisory Job Community?

Staff Accountant (Family Office )


You’re early in your public accounting career, hungry to grow, and you want real mentorship—not busywork. You care about learning tax the right way, owning your work, and building client relationships that last. If that sounds like you, this role was made for you.


You’ll join our growing family-office partner firm in Los Angeles and get hands-on exposure across tax and accounting while being coached toward Senior Accountant (and beyond). You’ll work with supportive leaders who invest in your development, not just your billable hours.


What you’ll do

  • Prepare business and individual income tax returns under senior guidance
  • Support accounting engagements: GL maintenance, reconciliations, workpapers
  • Research basic tax/accounting issues and draft clear, accurate documentation
  • Join client meetings to gather data, analyze issues, and handle follow-ups
  • Collaborate on process improvements and firm best practices
  • Progress toward your CPA—with exam fee reimbursement and paid study support
  • Grow through mentorship, training, and exposure to diverse industries and clients


What you bring

  • Bachelor’s in Accounting/Finance (CPA eligibility preferred)
  • ~2 years at a small/mid-size public accounting firm (internships count) with tax prep focus
  • Strong attention to detail, curiosity, and a willingness to learn
  • Solid grasp of tax fundamentals and quality workpaper habits
  • Comfortable with Excel and tax/accounting software (QuickBooks, Lacerte/ProSystem/Similar a plus)
  • Clear communicator with a collaborative, client-first mindset
  • A motivated self-starter who can juggle a variety of responsibilities


What you’ll get

  • Real mentorship and a clear path to Senior
  • Meaningful client contact and ownership of your work
  • Exam fee reimbursement paid study support for the CPA
  • Training, tools, and leadership access that accelerate your growth
  • A people-first culture where integrity, collaboration, and respect actually show up day-to-day

Salary : $80,000 - $100,000

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