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Senior Tax Specialist
Senior Tax SpecialistLevelociti • Los Angeles, CA, US
Senior Tax Specialist

Senior Tax Specialist

Levelociti • Los Angeles, CA, US
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Job Description

Job Description

About the Role

Position : Tax Senior Specialist

Location : West Los Angeles Area - Flexible Hybrid Schedule

Compensation : $145K base salary + 10-15% annual performance incentive

About Our Firm

Join a premier wealth management organization managing over $20 billion in client assets. We're seeking an experienced tax professional to support our ultra-high-net-worth clientele in a collaborative, planning-focused environment.

Unlike traditional CPA firms, we operate as a strategic wealth management partner where tax specialists work alongside financial advisors and investment professionals. This role offers an escape from the conventional public accounting model into a more balanced, advisory-focused career path.

Why This Opportunity Stands Out

Work-Life Integration That Actually Works :

  • Results-driven culture with no billable hour quotas
  • Reasonable busy season expectations (maximum 50-55 hours during peak)
  • Year-round strategic planning work, not just seasonal compliance

Comprehensive Compensation

  • Competitive base salary up to $145,000
  • Annual performance bonuses ranging 10-15%
  • Full benefits package including health, dental, and 401k matching
  • Professional development investment and CPA license support

    • Your Role and Responsibilities

    You'll handle sophisticated tax matters for clients with $5+ million net worth, including :

  • Reviewing and preparing complex individual, trust, and partnership returns
  • Conducting quality assurance on high-level tax filings
  • Collaborating on strategic tax planning initiatives
  • Supporting integrated wealth management strategies across teams
  • Engaging directly with clients on tax optimization opportunities
  • Researching advanced tax issues affecting affluent families

    • Ideal Candidate Profile

    Essential Qualifications

  • 1-2+ years of tax review experience (public accounting or wealth management background preferred)
  • Active CPA license in good standing
  • Proficiency with CCH Axcess and SurePrep platforms
  • Solid expertise in individual tax returns and complex scenarios
  • Experience serving high-net-worth clients is advantageous

    • You'll Thrive Here If You

  • Seek genuine work-life balance beyond traditional accounting environments
  • Enjoy sophisticated tax challenges while moving beyond pure compliance
  • Have interest in comprehensive wealth management and financial planning
  • Want exposure to advanced tax strategies and affluent client relationships
  • Value collaborative, innovative approaches to professional services

    • Next Steps

    We're actively expanding our team to serve growing client demand. This position offers immediate entry into sophisticated wealth management tax practice with authentic work-life balance.

    Ready to explore this opportunity? Apply directly or contact keith.shuler@levelociti.com for priority consideration.

    Note : We're also recruiting for Tax Preparer, Manager, and Director positions. All experience levels are encouraged to apply or reach out directly.

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    Senior Tax • Los Angeles, CA, US