Senior or semi-senior tax associate

Bottom Line Strategies is seeking a Senior or Semi‑Senior Tax Associate to join its community‑focused tax practice in Westlake Village, Ventura County. This role supports high‑net‑worth individuals and families with complex tax planning and compliance.

Key Responsibilities

• Prepare and review individual, partnership, and corporate tax returns for affluent clients.
• Provide strategic tax planning advice to clients with incomes ranging from four to eight figures.
• Research complex tax issues and communicate solutions in clear, client‑friendly language.
• Collaborate with CPAs and Enrolled Agents to ensure accurate and timely filing.
• Maintain up‑to‑date knowledge of federal, state, and local tax regulations.
• Assist in client onboarding, data gathering, and documentation management.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA or EA preferred.
• 3+ years of experience in public accounting or a boutique tax practice.
• Strong technical knowledge of individual and business tax codes.
• Excellent written and verbal communication skills.
• Detail‑oriented with strong analytical and problem‑solving abilities.
• Proficiency in tax software (e.g., UltraTax, CCH Axcess) and Microsoft Office.

What We Offer

• Competitive salary of $103,820.71 annually.
• Collaborative, client‑focused environment with seasoned CPAs and EAs.
• Opportunities for professional growth and advancement.
• Benefits package including health, dental, vision, and retirement plans.

Location

Westlake Village, Ventura County, California – a thriving, affluent community with a high quality of life.

Frequently Asked Questions

What type of clients will I work with?

You will serve sophisticated individuals and families, many earning four to eight figures annually, requiring complex tax planning and compliance.

Is CPA or EA certification required?

A CPA or EA is preferred but not mandatory; relevant experience and strong tax knowledge are essential.

What is the salary for this position?

The role offers a fixed annual salary of $103,820.71, plus a comprehensive benefits package.