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Senior Tax CPA — Wealth Planning & Holistiplan Lead

Job in Irvine, Orange County, California, 92713, USA
Listing for: Apriem Advisors
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Accounting & Finance, Tax Accountant, Tax Manager
  • Accounting
    Accounting & Finance, Senior Accountant, Tax Accountant, Tax Manager
Job Description & How to Apply Below
A financial advisory firm in California seeks an experienced Senior CPA – Tax to prepare and file complex tax returns while managing tax planning software. The ideal candidate will have over 5 years of experience with high-net-worth individuals and possess an active CPA license. The role focuses on proactive tax planning strategies and direct client communication. Benefits include medical insurance, paid time off, and hybrid work flexibility.
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Position Requirements
10+ Years work experience
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