Tax Administrator - Hybrid (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 focused on delivering 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 extended returns and mark returns completed, rolling them to next year's due date
• Prepare and track tax engagement letters
• Process e-files and follow up on rejections
• 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 the 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, including 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, with exceptional follow-through and reliability
• Ability to maintain a positive attitude, self-motivated, with ethically sound judgment
• Excellent client relations and communication skills
• Strong interpersonal skills and ability to work well with all levels of the firm
• Ability to work independently and exercise discretion without direct and immediate supervision

Pay

Our base pay range is $58,000.00 - $64,000.00 per year.

Benefits

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks PTO
• Paid Volunteer Time
• Paid Parental Leave
• 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