Sr. Tax Associate – REMOTE!

San Diego, California

Work Arrangement: Remote

We are working with an innovative Wealth Management firm, and they are looking to bring on a motivated individual to their growing tax team!

This individual will support the UHNW & HNW clients by providing individual and business tax services for their financial needs. 

Who You Are:

  • Bachelor’s in Accounting, or related field
  • 3+ years of tax preparation working with HNW and/or UHNW clients
  • CPA highly beneficial 
  • Ability to handle a large volume of activities 
  • Ability to communicate concepts to clients and advisors
  • Experience with UltraTax, Lacerte, or Sureprep is an added bonus


What You’ll Do:

  • Prepare tax returns for HNW and/or UHNW individuals, trusts and businesses
  • Create quarterly estimates and projections
  • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
  • Work with tax staff to respond to tax notices and initial preparation of corresponding letters


Why Work Here?

  • Great Work-Life Balance: Enjoy life outside of work! Join a company that values time away from your desk.
  • Collaborative Culture: Join a team that encourages growth and development! You’ll be a part of a supportive team working together to grow personally and professionally.


What does this position pay?

Compensation is determined by several factors which may include skillset, experience level, and geographic location.

The expected range for this role is $90,000 to $115,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

Now What?

Please send your resume to Adrianna at if you are interested in learning more!

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