Salary: $80,000 to $100,000Job Type: Full-timeLocation: Aliso Viejo, CaliforniaRequirements: Active CPA or EA; 2+ years progressive tax preparation with primary preparer responsibilityAbout UsWe're a strategic advisory firm built for complexity. Our clients bring layered structures and multi-entity organizations; they stay because our work is precise, defensible, and delivered with white-glove standards that few firms can match.The RoleYou'll lead hands-on tax preparation and advisory work for high-net-worth and multi-entity clients--from return preparation through filing and IRS defense. Work directly with our principals on planning and structuring deals. Spot the planning opportunities most other firms miss. This is your path to senior advisor and management roles as our practice expands.Job DutiesPrepare complex federal and state returns for HNW individuals, pass-through entities, trusts, and estates from documents through filingPrepare supporting schedules, depreciation calculations, K-1s, and multi-state apportionmentReview and sign off on returns prepared by team membersRepresent clients before the IRS and state agencies on examinations and noticesSupport entity structuring, reorganizations, and transaction planning with partnersWhat You NeedBachelor's degree in accounting, taxation, finance, or related fieldProgress towards CPA license or Enrolled Agent credential (CA/IRS)5+ years progressive tax preparation in public accounting with primary preparer responsibility on complex returnsBenefitsTax Staff Accountant - Aliso Viejo Firm
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