Job Description
Join Pinnacle Financial Partners' elite tax division as a Senior Tax Associate in sunny San Diego. We're seeking a CPA-qualified professional to drive complex tax compliance strategies for high-net-worth clients and corporate entities. Enjoy competitive compensation, flexible work arrangements, and opportunities to lead innovative tax planning initiatives in California's thriving financial hub. Our collaborative culture combines cutting-edge technology with personalized client service to deliver exceptional outcomes.
Responsibilities
- Prepare and file federal, state, and international tax returns for diverse client portfolios
- Lead tax planning strategies to minimize liabilities for S-Corporations, partnerships, and trusts
- Manage IRS audits and state tax controversy cases with precision
- Develop tax projections and advisory reports for C-suite executives
- Mentor junior associates on tax software (e.g., UltraTax, Lacerte) and compliance frameworks
- Collaborate with investment advisors to integrate tax-efficient wealth management solutions
Qualifications
- CPA license with 3+ years of public tax accounting experience
- Expertise in California tax codes and multi-state compliance
- Proven success with IRS audits and tax controversy resolution
- Advanced proficiency in tax software and data analytics tools
- Strong background in S-Corp and partnership taxation
- Exceptional communication skills for client advisory relationships