Job Description
Join our award-winning tax team at San Diego Financial Group and make an immediate impact! We're seeking a meticulous Tax Associate to support high-net-worth clients and growing businesses in America's Finest City. Enjoy hybrid work, comprehensive benefits, and career advancement opportunities in a collaborative, fast-paced environment. Start immediately – apply today!
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns
- Conduct tax research and compliance reviews for complex cases
- Advise clients on tax-saving strategies and IRS regulations
- Collaborate with audit and consulting teams on integrated solutions
- Utilize ProSystem fx and Lacerte tax software efficiently
- Manage client relationships and deliver exceptional service
- Stay updated on tax law changes via CPE courses
Qualifications
- Bachelor's degree in Accounting or Finance (CPA/Master's preferred)
- 3+ years tax preparation experience (public/private)
- Expertise in California and multi-state tax compliance
- Proficient in tax software and Microsoft Excel
- Strong analytical and problem-solving skills
- Excellent written and verbal communication abilities
- Active CPA license or eligibility to sit for exam
- Ability to start within 7 days of offer