Certified Public Accountant

Apriem Advisors is seeking an experienced Senior CPA – Tax to lead tax preparation and tax analysis for our high-net-worth client base and to manage our tax planning software, Holistiplan. This role sits at the intersection of tax, planning, and advisory and is designed for a professional who values depth, quality, and long-term client relationships over traditional public accounting volume. There are no billable hour requirements.

• Prepare, review, sign, and file complex federal and multi-state tax returns (with California emphasis) including Forms 1040, 1041, 709, 1065, and 1120S of high-net-worth clients and Apriem Advisors company tax returns
• Serve as primary owner and administrator of Holistiplan, including analysis, interpretation, and advisor-facing insights
• Partner with financial advisors on proactive tax planning strategies such as Roth conversions, capital gains planning, charitable giving, and equity compensation
• Review K-1s, brokerage statements, and alternative investment reporting
• Communicate directly with clients regarding tax matters and planning recommendations
• Coordinate with external CPAs when applicable
• Manage IRS and state tax correspondence
• Maintain documentation and workflows consistent with RIA compliance standards
• Identify and implement process improvements related to tax workflows and planning integration

• Active CPA license in good standing
• Minimum 5+ years of tax experience with high-net-worth individuals
• Strong experience with complex individual and pass-through entity returns
• Prior RIA, wealth management, or family office experience strongly preferred
• Experience with professional tax software (Ultra Tax, Pro System fx, Lacerte, or similar)
• Experience with Holistiplan or willingness to become the firm’s in-house expert
• Strong Excel skills and exceptional attention to detail
• Clear, professional communication skills
• Base Salary: $115,000 – $155,000, depending on experience and scope
• Discretionary Bonus:
  Performance-based incentive opportunity, generally up to 20%
• Total Target Compensation:
  Up to approximately $170,000

• Medical, dental, and vision insurance for staff & dependents
• Paid time off and firm holidays
• Hybrid work flexibility
• Collaborative, high-accountability culture

• Integrated tax and wealth planning environment
• Meaningful role in firm-wide planning strategy