Job Description
Launch your finance career with our comprehensive paid training program! Stockton Tax Professionals is seeking motivated Tax Associates to join our growing team in Stockton, CA. No prior tax experience required—we provide full training to transform you into a tax expert. Enjoy competitive pay, benefits, and a clear career path in a supportive environment.
As a Tax Associate, you'll work directly with clients to prepare accurate tax returns, navigate complex tax codes, and deliver exceptional service. Our hands-on training covers tax software proficiency, compliance regulations, and client management techniques. Join us to build a stable, rewarding career in one of the most in-demand finance sectors.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct thorough tax research to ensure compliance with current regulations
- Utilize tax software (e.g., ProSystem fx, Lacerte) to process returns efficiently
- Communicate with clients to gather financial documents and address tax-related questions
- Identify tax-saving opportunities and provide strategic advice to clients
- Maintain accurate client records and documentation in compliance with IRS standards
- Collaborate with senior tax professionals to resolve complex tax scenarios
Qualifications
- High school diploma or equivalent (Bachelor's degree in Accounting/Finance preferred)
- Strong attention to detail and numerical accuracy
- Basic proficiency in Microsoft Office Suite (Excel, Word)
- Excellent communication and interpersonal skills
- Ability to learn tax software and regulations through paid training
- Customer service mindset with problem-solving abilities
- Valid driver's license and reliable transportation
- Pass background check and drug screening