Tax Associate

About Falcon Wealth Planning, Inc.

Falcon Wealth Planning is an award-winning, fee-only Registered Investment Advisor (RIA) headquartered in Ontario, California, serving clients nationwide. With approximately $2 billion in assets under management and an ambitious growth strategy, Falcon is on a path to become one of the premier independent wealth management firms in the country. Our mission is simple: Help clients keep more, worry less. We believe exceptional financial planning starts with comprehensive, tax-focused advice delivered through a true fiduciary standard, providing objective guidance and complete transparency without selling products or earning commissions.

To fully deliver on this mission, Falcon Tax & Consulting, LLP operates as an integral part of Falcon Wealth Planning. As a dedicated CPA firm built directly into our wealth management ecosystem, we offer a wide range of tax and accounting services that serve as a core pillar of our client experience. Backed by over 35 years of public accounting experience, we seamlessly integrate advanced tax planning with comprehensive retirement strategies for high-net-worth individuals and small business owners.

As we continue scaling toward $5 billion+ in assets under management, we are investing heavily in our people, technology, and operational excellence. We are building a high-performance culture centered on collaboration, continuous improvement, and unmatched client service. If you are looking to join an organization that embraces innovation and values excellence, Falcon offers the opportunity to make a meaningful impact and grow your career.

About the Role

As a Tax Associate with Falcon Tax & Consulting, you will work closely with our CPAs, Financial Planners, and clients to provide tailored, tax-efficient solutions. You will play a crucial role in gathering information, preparing tax returns, and supporting comprehensive tax planning strategies to help clients reduce their tax liability and maximize wealth accumulation.

Key Responsibilities

• Prepare individual and small business tax returns efficiently and accurately.  Experience with Lacerte tax software is a plus but not necessary.
• Communicate regularly with clients, internal associates, and external professionals to assure all relevant information is addressed.
• Assist CPAs and the broader wealth management team with tax-related matters and ongoing tax research.
• Support day-to-day operations with organizational, administrative, and general office duties.
• Maintain continuing professional education ensuring compliance with, and monitoring changes to, federal and state tax laws.

Qualifications

• Bachelor's degree in Accounting or a related business field.
• 1 to 3 years of tax and accounting experience preferred.  However, recent or prospective college graduates with an accounting or related business degree, will also be considered.
• Experience utilizing professional tax preparation software and client relationship management (CRM) systems, alongside familiarity with general office software (Microsoft Office Suite).
• Excellent interpersonal skills, with the ability to communicate with clients and internal associates in a clear and concise manner.
• Strong analytical skills paired with exceptional attention to detail, accuracy, and a strict commitment to quality.
• Highly organized with the ability to prioritize work effectively to meet tight deadlines.
• Adaptable and flexible to change priorities as business needs dictate, with a team oriented mindset to support other associates.

Compensation & Benefits

• Competitive Base Salary: $50,000-$85,000 depending on experience
• Health Insurance: Comprehensive Medical, Dental, and Vision coverage.
• Retirement: 401(k) plan with company match.
• Paid Time Off: Generous PTO, paid firm holidays.
• Professional Development: Support for continuing education, licensing, and industry conferences.