Senior Tax Accountant
: Job Details :

Senior Tax Accountant | Pelletier & Leo | Irvine, CA (Hybrid)

This isn't just another busy-season grind. It's your launchpad to a long-term advisory career.

At Pelletier & Leo, we're building a modern, full-service accounting firm from the ground up - led by former Big 4 professionals who walked away from legacy structures and private equity pressure to build something better. We're growing a boutique firm that prioritizes people and purpose and we're looking for ambitious tax professionals who want more than just a job.

Now's your chance to join our Irvine office as a Senior Tax Accountant, working on complex clients in a collaborative culture that invests in your development and values your voice.

What Makes This Role DifferentComplex Work Without the Chaos

You'll work with closely held businesses, high-net-worth individuals, and multi-entity structures without the 80-hour weeks. Real advisory, real variety, real boundaries.

A Path, Not a Plateau

We'll give you a clear path to grow. You'll gain hands-on client experience, mentorship from experienced CPAs, and opportunities to lead engagements over time.

Modern Tools and Mindset

We're building for the future- not stuck in the past. We use technology like Lacerte, CCH, and SurePrep to streamline prep and review work, so you can focus on analysis and client service.

Hybrid Flexibility, With a Team That Gets It

Work from our Irvine office + hybrid options. We trust our people to get the job done and to set healthy boundaries; our peak season caps at 55-60 hours, not burnout-inducing extremes.

What You'll Do

• Prepare federal, state, and local tax returns for individuals and businesses (experience with 1065, 1120, and 1120-S is a plus)
• Mentoring junior staff and reviewing their prep work
• Work with high-net-worth clients and family groups, including multi-entity, multistate structures
• Research complex tax issues and assist with planning strategies
• Participate in client meetings and help translate technical concepts into plain English
• Stay up-to-date on tax laws and regulations
• Assist in resolving tax notices and audits
• Collaborate across teams (accounting, legal, family office) to deliver holistic solutions
• Contribute to internal initiatives from process improvement to training newer staff

What We're Looking For

• Bachelor's degree in Accounting, Finance, or related field
• CPA license (CPA-eligible or working toward this)
• 3-4+ years of previous tax preparation experience
• Solid technical knowledge of federal and state tax laws
• Strong knowledge of financial accounting principles
• Familiarity with general ledger accounting
• Ability to analyze complex financial information accurately
• Strong communication skills - you can explain complex tax issues with clarity
• Familiar with (or adaptable to) Lacerte, CCH Axcess, and SurePrep
• Self-starter with a desire to learn, grow, and help clients win

Compensation & Benefits

• $80,000 - $95,000 base salary (commensurate with experience)
• Annual performance-based bonuses
• Health, dental, vision, 401(k)
• Paid time off + flexible work schedule
• Ongoing professional development and CPA reimbursement

Why People Stay

We're not just building a firm - we're building careers. People who join us don't churn. They grow, they lead, and they stay because they see a future here.

If you're tired of being a cog in the machine, and want to work somewhere that recognizes your potential apply now, or just reach out for a conversation. We're happy to connect, even if you're just exploring what's next.