Tax Planning Coordinator / Associate Tax Planner

Tax Planning Coordinator / Associate Tax Planner Part-Time | In-Person | Thousand Oaks, CA

Position Summary

Tax Prose is seeking a highly organized, client-focused, and detail-oriented professional to support our Senior Tax Planner in delivering exceptional tax planning services to business owners and high-income individuals.

This position serves as the primary coordinator for the entire tax planning client experience—from onboarding and data gathering through strategy implementation and ongoing follow-up. The ideal candidate enjoys working directly with clients, coordinating complex projects, learning advanced tax concepts, and helping clients understand and implement tax-saving strategies.

This role combines client service, project management, tax planning support, and light tax preparation responsibilities. It is an excellent opportunity for someone interested in growing within the tax advisory profession while working closely alongside experienced Senior Tax Planners.

We are looking for someone who operates with an ownership mindset—an individual who identifies what needs to be done, takes initiative without being asked, and follows through until the task, project, or client issue is fully resolved.

What You'll Do

Client Experience & Relationship Management

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Welcome new tax planning clients and guide them through the onboarding process

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Build strong relationships with clients through in-person meetings, phone calls, Zoom meetings, and email communications

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Establish timelines, expectations, and next steps throughout the engagement

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Follow up proactively on outstanding documentation and implementation items

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Coordinate meetings and maintain regular communication with clients

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Ensure clients feel supported, informed, and cared for throughout the planning process

Tax Planning Coordination

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Assist the Senior Tax Planners with tax planning engagements and implementation projects

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Organize and review client information for completeness and accuracy

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Prepare planning deliverables and implementation checklists

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Track strategy implementation and client action items

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Coordinate with clients, bookkeepers, payroll providers, attorneys, and financial advisors as needed

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Help monitor deadlines and ensure planning recommendations are completed

Tax & Technical Support

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Assist with tax return preparation and review support

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Enter and organize data within tax software programs

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Perform basic tax research and analysis

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Assist with projections, estimates, and planning calculations

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Prepare draft correspondence and supporting documentation

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Participate in client meetings and assist with presenting tax-saving opportunities

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Over time, help explain and deliver selected tax strategies to clients under the supervision of the Senior Tax Planner

Operations & Administrative Support

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Maintain client records and workflow systems

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Track internal projects and action items

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Support scanning, mailing, document management, and portal administration

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Assist with firm initiatives and process improvements

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Help maintain operational efficiency across the firm

Qualifications

Experience

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Minimum 2 years of experience in accounting, tax, bookkeeping, financial services, client service, or project coordination

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Experience in a CPA, tax, bookkeeping, wealth management, or financial advisory firm strongly preferred

Skills

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Exceptional verbal and written communication skills

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Strong organizational and project management abilities

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High attention to detail and accuracy

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Ability to manage multiple deadlines simultaneously

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Strong problem-solving and critical thinking skills

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Comfortable discussing financial and tax-related topics with clients

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Ability to explain technical concepts in a clear, client-friendly manner

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Professional, positive, and proactive demeanor

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Ownership mindset and strong follow-through

Technical Experience

Preferred experience with

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Tax software programs

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QuickBooks Online

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TaxDome or similar client portal software

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Microsoft Office and Google Workspace

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CRM and workflow management systems

Education

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Associate's or Bachelor's Degree required

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Accounting, Finance, Business Administration, or related field preferred

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EA, CPA candidate, accounting student, or tax preparation experience is a significant plus

License

Tax license is required - CTEC, EA or CPA

Ideal Candidate

This position is ideal for someone who wants to grow beyond traditional administrative work and become involved in tax planning, tax strategy implementation, and client advisory services.

You enjoy helping clients, learning tax concepts, managing complex projects, and becoming an indispensable partner to a senior advisor. You are comfortable taking initiative, solving problems independently, and ensuring nothing falls through the cracks.

Schedule

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In-person position located in Thousand Oaks, California

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Monday through Friday

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Approximately 9:00 AM – 2:00 PM or 3:00 PM

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Part-time position with potential for growth

Compensation

Depends on Experience, Education and the level of your Tax License

Compensation will be based on experience, technical tax knowledge, client-facing abilities, and capacity to contribute to tax planning engagements.

Benefits

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Paid Time Off (PTO)

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401(k) with Employer Match

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QSEHRA

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Professional development opportunities

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Direct mentorship from an experienced Senior Tax Planner

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Opportunity to grow into a larger tax planning and advisory role