Job Description
ROLE OVERVIEW
Apriem Advisors is seeking an experienced Senior CPA – Tax to lead tax preparation and tax analysis for our high-net-worth client base and to manage our tax planning software, Holistiplan. This role sits at the intersection of tax, planning, and advisory and is designed for a professional who values depth, quality, and long-term client relationships over traditional public accounting volume. There are no billable hour requirements.
KEY RESPONSIBILITIES
• Prepare, review, sign, and file complex federal and multi-state tax returns (with California emphasis) including Forms 1040, 1041, 709, 1065, and 1120S of high-net-worth clients and Apriem Advisors company tax returns
• Serve as primary owner and administrator of Holistiplan, including analysis, interpretation, and advisor-facing insights
• Partner with financial advisors on proactive tax planning strategies such as Roth conversions, capital gains planning, charitable giving, and equity compensation
• Review K-1s, brokerage statements, and alternative investment reporting
• Communicate directly with clients regarding tax matters and planning recommendations
• Coordinate with external CPAs when applicable
• Manage IRS and state tax correspondence
• Maintain documentation and workflows consistent with RIA compliance standards
• Identify and implement process improvements related to tax workflows and planning integration
QUALIFICATIONS
• Active CPA license in good standing
• Minimum 5+ years of tax experience with high-net-worth individuals
• Strong experience with complex individual and pass-through entity returns
• Prior RIA, wealth management, or family office experience strongly preferred
• Experience with professional tax software (UltraTax, ProSystem fx, Lacerte, or similar)
• Experience with Holistiplan or willingness to become the firm’s in-house expert
• Strong Excel skills and exceptional attention to detail
• Clear, professional communication skills
COMPENSATION RANGE (COMPLIANCE TRANSPARENCY)
• Base Salary: $115,000 – $155,000, depending on experience and scope
• Discretionary Bonus: Performance-based incentive opportunity, generally up to 20%
• Total Target Compensation: Up to approximately $170,000
BENEFITS & WORK ENVIRONMENT
• Medical, dental, and vision insurance for staff & dependents
• 401(k) retirement plan
• Paid time off and firm holidays
• Hybrid work flexibility
• Collaborative, high-accountability culture
WHY APRIEM ADVISORS
• No billable hour requirements
• Integrated tax and wealth planning environment
• Sophisticated, long-term client relationships
• Meaningful role in firm-wide planning strategy
Company Description
Apriem Advisors is an independent, fiduciary registered investment advisory firm headquartered in Irvine, California, serving clients across the United States.
Apriem Advisors is an independent, fiduciary registered investment advisory firm headquartered in Irvine, California, serving clients across the United States.