Tax

About the role

This role is for a key player on a nimble team working with high-net-worth individuals, Real Estate, and closely held businesses. The team is reshaping how client service looks in wealth management.

Responsibilities

• Lead tax compliance and planning for complex flow-through entities (partnerships, LLCs, etc.)
• Work closely with clients to identify tax issues and develop proactive planning strategies
• Manage project timelines, workflow, and review deliverables for accuracy and technical quality
• Cook and mentor junior staff, while contributing to internal firm growth initiatives
• Participate in developing new client relationships and expanding services with existing ones
• Research sophisticated tax matters and present findings in a practical, client-friendly way
• Collaborate across departments in a culture that prioritizes teamwork and integrity

Requirements

• CPA license; Master's in Taxation a strong plus
• 7+ years of relevant tax experience
• Advanced knowledge of partnership taxation, flow-throughs, and compliance
• Experience with HNW Individuals and Real Estate clients
• Strong research and communication skills - especially the ability to translate complexity into business language
• Project management skills - you know how to juggle deadlines without dropping balls
• A team-first mindset, with a real interest in mentoring others and helping the firm grow

Qualifications

• Experience using firm tech tools to drive better client outcomes

Skills

• Technical expertise in tax compliance and planning
• Strategic advisory and mentorship skills
• Client-facing communication and relationship-building
• Project management and time management
• Mentoring and leadership

Benefits

• Flexible work schedule (2-3 days a week in office preferred)
• Competitive compensation package ($140,000 - $190,000+ base, plus annual bonus)
• Opportunities for career growth and advancement

Pay

• $140,000 - $190,000+ base, plus annual bonus

Schedule

• Hybrid (2-3 days a week in office preferred)

Location

• Los Angeles or Downtown Chicago