Tax Administrator (California)

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion in assets under management as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for associates to learn, grow, and enhance their skills to take on new challenges and progress in their professional careers.

About the role

The Tax Administrator provides administrative support to the Tax Department, including assembly of tax return packages, e-file processing, and tax engagement letters. This position requires the ability to work with minimal oversight and complete detailed projects in a timely manner. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence, and Community.

Responsibilities

• Assemble tax return packages for client/government filings, including e-filings
• Create applicable spreadsheet information for our tax software management
• Manage, organize, and update relevant data using database applications like Sure Prep, Tax Caddy, and Ultra Tax
• Maintain and track the extended returns and mark returns completed and roll them to next year's due date
• Tax engagement letter preparation and tracking
• E-File processing and rejection follow-ups
• Process and mail year-end tax documents to clients, including tax engagement letters and tax organizers
• Arrange and participate in meetings, conferences, and project team activities
• File all correspondence in document management system, Egnyte
• Organize and order all tax department forms, periodicals, and related supplies
• Assist the Director with billing and invoices
• Perform general clerical duties to include but not limited to copying, scanning, mailing, and filing
• Manage new client onboarding into tax software
• Direct clients to online electronic payment options for federal and state tax payments
• Assist with gathering tax documents for tax projections and tax returns
• Other duties as assigned

Requirements

• Working knowledge of tax preparation; preferably 2+ years of experience in a tax practice
• Proficient with Windows and Microsoft Office
• Experience with tax software preferred, but not required
• Excellent written and oral communication skills
• Extremely detail-oriented, exceptional follow-through, reliable
• Ability to maintain a positive attitude, self-motivated, ethically sound judgment
• Excellent client relations and communication skills
• Strong interpersonal skills, ability to work well with all levels of the firm
• Ability to work independently and exercise discretion without direct and immediate supervision

Pay

$58,000 - $64,000 a year

Benefits

• 11 Paid Holidays + 2 Floating Holidays
• PTO
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program