Tax Associate
Los Angeles, California - Full Time

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The HireMojo Team


The Colony Group seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will assist the office’s Tax Department in providing a broad range of tax planning and compliance support to Colony Group clients and to the business management division of the company. 

Primary responsibilities for this position include:

  • Tax planning and preparation for high-net-worth individuals and their related entities;
  • Preparing or performing first reviews on certain individual, trust, partnership and S-Corporation returns;
  • Ensuring compliance with all federal and state filing requirements on behalf of clients;
  • Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments;
  • Assist the Tax Department with regularly educating permanent and seasonal tax preparation staff; and
  • Assist with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

The position requires:

  • A Bachelor’s degree in Finance or Accounting with 4-6 years’ relevant experience;
  • A demonstrated focus on preparing individual, fiduciary and business tax returns with a primary focus on high-net-worth individuals and families;
  • Superb written and verbal communication skills;
  • Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology;
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
  • Ability to work in a fast-paced, multi-office environment and to juggle multiple and competing tasks and demands.

The position prefers:

  • Experience working in a business management firm;
  • Experience preparing private foundation and gift tax returns; and
  • Experience with ProSystem fx® Tax, CCH Axcess, Engagement and BNA Income Tax™ Planner.

The Colony Group, LLC provides investment, wealth management, business management, tax compliance, and other financial advisory services to a multitude of high-net-worth and ultra-high-net-worth private clients as well as a prestigious base of institutional clients.  Founded in 1986 and managed by financial professionals dedicated to providing objective advice and exceptional service, The Colony Group manages over $10 billion in client assets and has offices in Massachusetts, New York, Virginia, Florida, Colorado, Maryland, California and New Hampshire.  For more information, please visit www.thecolonygroup.com.