Tax Coordinator
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $31 billion in AUM as of December 31st, 2024, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Our Office in Torrance, CA is hiring for a Tax Coordinator. The Tax Coordinator will be responsible for handling a broad range of administrative responsibilities within the tax department as well as across the broader WMS department. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Salary Range: $60,000 - $65,000 plus annual bonus (non-exempt)
Duties and Responsibilities:
• Responsible and key team member to facilitate tax fee proposals between EP Wealth clients and our outside Firm
• Responsible for monitoring tax preparation clients return statuses and reporting to tax team members and advisor teams
• Maintain organized and accurate tax records, including filings, correspondence with tax authorities, and internal reports.
• Partner with our finance team on billing and invoicing processes during tax season
• Partner with the tax managers to escalate client issues or concerns to the appropriate team member
• Act as point of contact between members of the wealth management services department, advisors, and team members
• Participate in team strategy discussions
• Assist in special projects that pertain to EP’s partnership integration strategy
• Assist members of the department with special projects
• Communicate with external service providers
• Collaborate with advisor teams to ensure clients goals/objectives are being met
• Perform additional functions, duties and specific tasks of a similar nature as necessary in order to achieve the firm’s business development and client retention objectives
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
Qualifications
• Bachelor’s degree required
• Previous experience with Tax duties highly desired
• Project management experience a plus
• Good written and communication skills.
• 2+ years as a Tax administrative or executive assistant, preferably in a CPA or Financial institution
• Proficient in Microsoft Office and CRM software.
• Exemplary planning and time management skills
• Strong initiative and organizational skills, advanced problem solving skills and conflict resolution
• Ability to work in a fast-paced atmosphere, effectively prioritize while maintaining exceptional customer service skills and professional communication
• Exceptional follow through, reliable
• Ability to maintain positive attitude, self-motivated, ethically sound judgement
• Excellent interpersonal skills, including flexibility, tact, and diplomacy
• Ability to work independently and as part of a team
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
• 11 Paid Holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program
• Complimentary Food and Snacks
#LI-Hybrid
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
Apply Now
Our Office in Torrance, CA is hiring for a Tax Coordinator. The Tax Coordinator will be responsible for handling a broad range of administrative responsibilities within the tax department as well as across the broader WMS department. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Salary Range: $60,000 - $65,000 plus annual bonus (non-exempt)
Duties and Responsibilities:
• Responsible and key team member to facilitate tax fee proposals between EP Wealth clients and our outside Firm
• Responsible for monitoring tax preparation clients return statuses and reporting to tax team members and advisor teams
• Maintain organized and accurate tax records, including filings, correspondence with tax authorities, and internal reports.
• Partner with our finance team on billing and invoicing processes during tax season
• Partner with the tax managers to escalate client issues or concerns to the appropriate team member
• Act as point of contact between members of the wealth management services department, advisors, and team members
• Participate in team strategy discussions
• Assist in special projects that pertain to EP’s partnership integration strategy
• Assist members of the department with special projects
• Communicate with external service providers
• Collaborate with advisor teams to ensure clients goals/objectives are being met
• Perform additional functions, duties and specific tasks of a similar nature as necessary in order to achieve the firm’s business development and client retention objectives
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
Qualifications
• Bachelor’s degree required
• Previous experience with Tax duties highly desired
• Project management experience a plus
• Good written and communication skills.
• 2+ years as a Tax administrative or executive assistant, preferably in a CPA or Financial institution
• Proficient in Microsoft Office and CRM software.
• Exemplary planning and time management skills
• Strong initiative and organizational skills, advanced problem solving skills and conflict resolution
• Ability to work in a fast-paced atmosphere, effectively prioritize while maintaining exceptional customer service skills and professional communication
• Exceptional follow through, reliable
• Ability to maintain positive attitude, self-motivated, ethically sound judgement
• Excellent interpersonal skills, including flexibility, tact, and diplomacy
• Ability to work independently and as part of a team
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
• 11 Paid Holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program
• Complimentary Food and Snacks
#LI-Hybrid
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
Apply Now