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Senior Tax Accountant

Orange County, CA

Posted: 01/09/2026 Job Titles: PUBLIC - Sr. Tax Accountant, PUBLIC - Tax Manager Job Number: 5646 Pay Rate: 140,000

Job Description

Senior Tax Accountant –
Our client is an Orange County based boutique accounting firm specializing in serving high-net-worth individuals, their families, and closely held entities. Their practice specializes in complex tax planning, consulting, and compliance, with a further focus on providing litigation support for high-stakes financial matters.

They operate in a remote environment, giving the team the flexibility to work effectively from anywhere while remaining highly collaborative and client-focused. 

Position Overview
 Preparation/Review of tax returns with accuracy and technical compliance for business, individuals and trusts
· Recognize and research tax issues
· Work closely with Partners, Managers and staff on client management
· Develop and maintain client relationships
· Other related duties as assigned

 Qualifications
· Bachelor’s degree in accounting
· Thorough knowledge of tax accounting principles and professional standards
· CPA (or actively working toward passing the Uniform Certified Public Accountant Examination)
· 3+ years of experience in public accounting
· Ability to organize, prioritize and manage multiple engagements
· Strong interpersonal skills fostering client and staff relationships
· Excellent written and verbal communication skills
· Strong technical skills pertaining to tax preparation, review and tax compliance

Meet Your Recruiter

Dana Jarvis, CPA, PHR
Manager, Executive Search

Dana Jarvis brings a dynamic blend of technical acumen, a passion for people, and a strategic mindset to recruiting for Alliance’s Private Equity & Family Office Solutions Division. She is an invaluable resource for discerning clients looking to identify high-caliber and hard-to-find talent. Dana’s extensive portfolio includes family office, real estate, tax, and corporate accounting roles. She leverages her Big Four experience, CPA and PHR credentials, and over 20 years in Accounting & HR operations to perfectly pair clients with candidates who have the precise attributes needed to excel. Dana is a third-generation USC alumna and a former CalCPA Accounting Education Committee member. She has published several articles in CalCPA Magazine. 

An avid traveler, Dana is always eager to discover new cities and cultures. She also loves playing tennis and exploring the wilds of Southern California.

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