Job Description
Launch your career in finance with our comprehensive Tax Associate program! No experience needed – we provide paid training to transform motivated individuals into tax professionals. Join our Anaheim team and gain hands-on experience with individual and business tax preparation while working alongside CPAs and enrolled agents.
What We Offer: Competitive salary, full benefits package, mentorship from industry experts, and clear career progression paths. Perfect for recent graduates or career changers seeking stability and growth in the thriving tax industry.
Responsibilities
- Prepare and review federal/state tax returns for individuals and small businesses
- Utilize tax software (e.g., Lacerte, ProSeries) to ensure compliance and accuracy
- Research tax laws and regulations to maximize client deductions and credits
- Communicate with clients to gather financial documents and address inquiries
- Assist with audit support and tax planning consultations
- Maintain organized client files and documentation
- Participate in ongoing professional development training
Qualifications
- No prior tax experience required – open to all backgrounds!
- High school diploma or equivalent; associate/bachelor's degree preferred
- Strong attention to detail and numerical aptitude
- Proficiency in Microsoft Office Suite (Excel essential)
- Excellent written and verbal communication skills
- Ability to work independently and meet deadlines
- Eagerness to learn and pursue professional certifications