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UHNW Tax & Estate Planner-Senior Associate; Career Track

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Randstad USA
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Tax Manager, Tax Advisor, Tax Accountant, Accounting & Finance
Job Description & How to Apply Below
Position: UHNW Tax & Estate Planner-Senior Associate (Career Track)
A national staffing firm seeks a Tax Compliance Specialist in San Diego. This position offers a blend of technical work and work-life integration, focusing on high-net-worth clients. Responsibilities include preparing tax returns for ultra-high-net-worth individuals and ensuring compliance with federal and state laws. Candidates should have 4-7 years of tax experience, an active CPA license, and strong mastery of tax forms.

This role is designed to lead to a Tax Manager position, providing opportunities for career advancement.
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Position Requirements
10+ Years work experience
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