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  • Location: Orange County, California
  • Remote: Remote
  • Type: Direct Hire
  • Job #336
Our client in Orange County, a premier one-of-a-kind investment management firm is looking to hire a Sr. Tax Analyst. Looking for straight public tax professionals as well as straight industry candidates as well. Come on over to not only an industry leader but a world leader.


  • Review, approve information/entries, and supporting documentation with increasing complexity to ensure accounting and tax records are accurate, including reviewing trust documents to assist with account onboarding and tax planning strategy
  • Perform tax compliance functions, including planning, monitoring, analyzing, and reporting for high net worth trust accounts
  • Consult with client relationship teams to assist with trust administration and tax inquiries
  • Play a key role as a technical subject matter expert and will provide guidance to others
  • Expected to answer questions, contribute to discussions, and encourage others to share their perspective.


  • Bachelor’s degree; CPA or Master of Taxation and/or relevant advanced degree is preferred
  • Highly experienced with tax return compliance and have extensive knowledge of tax rules for trusts and foundations
  • Interest and ability to learn the investment management industry as it relates to US and non-US tax regulations, investment mandates, investment vehicle structures, investment operations, third party providers, competitive landscape, reporting and regulatory environment
  • Ability to lead and/or participate in projects and team/department initiative
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