CPA- Advanced Tax Planning Specialist
GENWEALTH 360 · Long Beach, CA · 1 mo ago
On-siteAccounting$115k–$145k/yrFull-time
Benefits
- 401(k)
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Vision insurance
Core Responsibilities
- Analyze individual, business, partnership, and S corporation returns.
- Model federal and state tax outcomes under multiple planning scenarios.
- Prepare technical planning summaries and client-ready recommendations.
- Support implementation of entities, accountable plans, retirement plans, family management companies, Augusta Rule documentation, and other strategies as appropriate.
- Review tax projections, estimated payments, and year-end planning opportunities.
- Train junior planners and analysts on tax planning methodology.
Required Qualifications
- Active CPA license required.
- 6+ years of tax experience; public accounting, family office, or advanced planning experience preferred.
- Strong knowledge of individual and pass-through taxation.
- Ability to explain complex tax concepts to non-technical clients.
- Experience with physicians, closely held businesses, high-income W-2 earners, and 1099 professionals preferred.
- Comfortable working in a planning-first environment rather than a compliance-only environment.
Career Path
- Senior Tax Planner → Tax Planning Manager → Director of Tax Strategy → Chief Tax Officer / Partner-Track Role.