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Insurance Tax Jobs in California (NOW HIRING)

Tax Alchemy

Tax Specialist

Irvine, CA · On-site +1

$70K - $100K/yr

Tax Specialist Department: Tax Advisory Employment Type: Full Time Location: Remote Compensation ... Medical, dental, vision, life, and voluntary life insurance * 401(k) with company match * Paid ...

Tax Alchemy

Tax Specialist

Irvine, CA · On-site +1

$70K - $100K/yr

We are looking for a proactive and technically sharp Tax Specialist to develop individual tax plans ... Medical, dental, vision, life, and voluntary life insurance * 401(k) with company match * Paid ...

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

Tax Advisory Employment Type: Full Time Location: Remote Compensation: $75,000 - $100,000 / year ... Medical, dental, vision, life, and voluntary life insurance * 401(k) with company match * Paid ...

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

We are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax ... Medical, dental, vision, life, and voluntary life insurance * 401(k) with company match * Paid ...

Tax Alchemy

Senior Tax Strategist

Irvine, CA · On-site +1

$120K - $140K/yr

Senior Tax Strategist Department: Tax Advisory Employment Type: Full Time Location: Remote ... Medical, dental, vision, life, and voluntary life insurance * 401(k) with company match * Paid ...

Tax Alchemy

Senior Tax Strategist

Irvine, CA · On-site +1

$120K - $140K/yr

We are seeking a highly experienced, client-facing Senior Tax Strategist to drive our company ... Medical, dental, vision, life, and voluntary life insurance * 401(k) with company match * Paid ...

Optima Tax Relief

Tax Preparer 3

Santa Ana, CA · On-site

$23 - $25/mo

Active Tax Preparer bond from an insurance/surety agent during duration in role. KNOWLEDGE, SKILLS,& ABILITIES * Thorough knowledge of how to prepare 1040 individual tax returns, Schedule C Forms ...

Optima Tax Relief

Tax Preparer 3

Santa Ana, CA · On-site

$23 - $25/hr

Active Tax Preparer bond from an insurance/surety agent during duration in role. KNOWLEDGE, SKILLS,& ABILITIES * Thorough knowledge of how to prepare 1040 individual tax returns, Schedule C Forms ...

Heffernan Insurance Brokers

Tax Advisor

Walnut Creek, CA · On-site

$100K - $140K/yr

Educate internal teams on tax-related matters relevant to insurance and retirement planning. * Stay informed about current tax regulations and changes that may affect employees or clients. * Ensure ...

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Showing results 41-60

All JobsInsurance Tax JobsInsurance Tax Jobs in California

Insurance Tax information

See California salary details

$54.3K

$127.7K

$173.7K

How much do insurance tax jobs pay per year?

As of Aug 20, 2026, the average yearly pay for insurance tax in California is $127,673.00, according to ZipRecruiter salary data. Most workers in this role earn between $109,500.00 and $143,600.00 per year, depending on experience, location, and employer.

What is an insurance tax?

An Insurance Tax job involves managing tax compliance, reporting, and planning for insurance companies. Professionals in this role ensure adherence to tax laws, handle premium taxes, and assess the tax implications of insurance products. They collaborate with finance and legal teams to minimize tax liabilities and optimize tax strategies. Strong knowledge of tax regulations, accounting principles, and insurance industry standards is essential.

What are the key skills and qualifications needed to thrive in the insurance tax position?

To thrive in Insurance Tax, you need a strong background in tax law, accounting principles, and insurance industry regulations, often supported by a relevant degree and professional certifications such as CPA or CTA. Familiarity with tax preparation software, ERP systems, and specialized insurance tax compliance tools is typically expected. Sharp analytical skills, attention to detail, and the ability to communicate complex regulations clearly are critical soft skills for success. These competencies ensure compliance with ever-changing tax laws, accurate reporting, and effective collaboration with both internal teams and external regulators.

What are the typical career progression opportunities for professionals in insurance tax roles?

Professionals in Insurance Tax roles often start as tax associates or analysts and can advance to senior tax manager, tax director, or head of tax positions within insurance companies. As you gain experience, you may take on more complex cases, lead compliance projects, or specialize in areas such as international insurance taxation or M&A tax consulting. Collaboration with legal, finance, and actuarial teams can further broaden your expertise and present new leadership opportunities. Many companies support continued professional education and certification, enabling dedicated professionals to grow their careers and deepen their industry impact.

What are popular job titles related to Insurance Tax jobs in California?

For Insurance Tax jobs in California, the most frequently searched job titles are:

What job categories do people searching Insurance Tax jobs in California look for?

The top searched job categories for Insurance Tax jobs in California are:

Insurance Tax jobs near you
Infographic showing various Insurance Tax job openings in California as of August 2026, with employment types broken down into 82% Full Time, and 18% Part Time. Highlights an 94% In-person, 3% Hybrid, and 3% Remote job distribution, with an average salary of $127,673 per year, or $61.4 per hour.

Tax Specialist

Tax Alchemy

Irvine, CA • On-site, Remote

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

Tax Specialist
Department: Tax Advisory
Employment Type: Full Time
Location: Remote
Compensation: $70,000 - $100,000 / year
Description
**Applications will be reviewed on a rolling basis**
We are looking for a proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services. The successful candidate will possess expertise in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key responsibility will be the ability to synthesize complex client data to create comprehensive tax plans, which serve as a primary client deliverable. This position will collaborate with other members of the Tax Advisory team, reporting to the Senior Tax Strategist.
Minimum Qualifications
  • 2-5 years of experience in tax preparation, tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses
  • Bachelor's degree in Accounting, Finance or a related field
  • Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred
  • Advanced proficiency with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CS Planner, UltraTax, CRM platforms, etc.)
  • Knowledge of corporate and personal tax planning strategies

Key Responsibilities
  • Build, execute, and document individual tax plans for high net worth clients and business owners
  • Draft technical memoranda (e.g. entity flow charts) and internal documentation (e.g. progress reports) to formally record and support tax strategies for review
  • Assist in the review of complex individual and business tax returns to ensure planning strategies have been implemented
  • Conduct tax research on federal, state, and local issues using professional tax software, summarizing conclusions clearly for review and client guidance
  • Organize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all deadlines are met
  • Communicate effectively with clients in calls, guidance sessions, and Slack channels, presenting information clearly and concisely
  • Actively participate in continuous professional education to maintain technical expertise and stay current with legislative changes
  • Contribute to the development and refinement of departmental best practices and efficient workflows, particularly in the organization of client data and internal documentation

Skills, Knowledge and Expertise
  • Demonstrated ability to approach complex client challenges holistically, designing comprehensive, forward-thinking solutions
  • Exceptional ability to manage and prioritize multiple planning engagements and organize voluminous client documentation
  • Meticulous commitment to accuracy and precision in all research, calculations, and document drafting, minimizing errors in strategy execution and final client deliverables
  • Strong written and verbal communication skills; ability to articulate technical concepts clearly to colleagues and clients
  • Demonstrated ability to work effectively and collaboratively with internal and external teams to ensure smooth process execution
  • Proven skill in executing complex calculations, building clear financial projections, and synthesizing tax law into actionable advice
  • Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality

Benefits
  • Remote work
  • Medical, dental, vision, life, and voluntary life insurance
  • 401(k) with company match
  • Paid vacation and sick days
  • Paid holidays
  • Continuing education
  • Teambuilding events

Apply