Senior Tax Associate

LHH has partnered with a growing wealth management organization that is building out a new tax services offering and is expanding their internal team.

This is a unique opportunity since rather than spending the majority of your time preparing returns or tracking billable hours, you'll help coordinate the tax process from beginning to end, working with clients, financial advisors, internal leadership, and an outsourced tax preparation partner to ensure work moves efficiently and accurately.

The role will work directly alongside tax leadership and offers meaningful opportunity to help shape processes, workflows, and the client experience as the service line grows.

Responsibilities:

• Coordinate the annual tax compliance process across clients, internal teams, and an external tax preparation provider.
• Collect and organize client tax information, monitor open items, and keep engagements moving against filing deadlines.
• Review completed tax returns and supporting materials for accuracy, completeness, and consistency with client information.
• Prepare estimated tax and extension calculations and assist with other tax-related analyses.
• Research federal, state, and local tax questions and summarize findings for internal teams and clients.
• Identify discrepancies or unusual items in tax filings and work with external preparers to resolve questions before completion.
• Support tax-related client onboarding, including evaluating engagement scope, workflow requirements, and pricing considerations.
• Partner with financial advisors when clients have tax questions outside the traditional financial-planning scope.
• Help develop practical workflows, documentation, and operating procedures for a newly established tax service line.
• Gradually take on greater client-facing responsibility as technical knowledge and familiarity with the client base develop.
• Assist with tax matters involving individuals, closely held businesses, rental real estate, trusts, partnerships, and corporations as needs arise.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related discipline.
• 2-4 years of tax experience.
• Experience within public accounting, a CPA firm, wealth management, financial services, or a similar tax environment.
• Familiarity with individual income taxation and exposure to partnership, corporate, trust, estate, or closely held business returns is helpful.
• Experience with estimated payments, extensions, tax research, or return review is preferred.
• Strong organizational and project-management skills with a natural ability to track details, deadlines, and outstanding items.
• Strong communication skills and comfort working directly with clients and financial advisors.
• CPA strongly preferred; candidates who are actively progressing toward certification will also be considered.
• Curious, proactive, and interested in developing beyond tax compliance into broader client-facing tax work.

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the base salary range is estimated to be $100-115k and benefits may include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, 401K plan, and an annual bonus.