Overview
A growing professional services firm is seeking a Senior Tax Advisor to join their team. This full-time role involves traditional tax preparation and client advisory work, combined with entrepreneurial thinking, strategic insight, and collaboration. The position offers the opportunity to work with a diverse clientele and expand expertise alongside a team of experienced professionals.
This role is based in the Newbury Park / Thousand Oaks, CA office with a hybrid work schedule. Relocation support is available for qualified candidates.
Responsibilities
- Prepare complex individual, business (C-corp, S-corp, partnerships), exempt, and fiduciary tax returns
- Build, maintain, and enhance client relationships
- Advise clients on tax, finance, and business practice matters
- Identify, research, and resolve complex tax issues
- Support management with various ad-hoc projects
Requirements
- Minimum of 3 years experience preparing a variety of tax returns
- Thorough understanding of tax, accounting, and finance practices, theories, and policies
- Bachelor's degree required; Master's degree preferred
- Enrolled Agent (EA) or Certified Public Accountant (CPA) designation required or actively pursuing licensure
Compensation & Benefits
- Salary range: $75,000 - $125,000 per year (based on qualifications, experience, location, and other factors)
- Opportunities for advancement within a rapidly growing firm
- Ongoing formal and informal training and development
- 401(k) plan and medical benefits
- Firm-sponsored continuing education
Location
Newbury Park / Thousand Oaks, California (hybrid schedule with relocation support available)