Job Description
Join our dynamic finance team as a Part-Time Tax Associate in Stockton, CA! This exciting opportunity offers flexible hours while allowing you to leverage your tax expertise in a collaborative environment. You'll support individual and small business clients with tax preparation, compliance, and advisory services. Perfect for professionals seeking work-life balance without compromising career growth. Our firm offers competitive compensation, ongoing training, and a supportive team culture.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct tax research to ensure compliance with current regulations and identify optimization opportunities
- Review financial documents to identify deductions and credits
- Communicate tax strategies to clients via in-person consultations and written reports
- Maintain accurate client records using tax software (e.g., Lacerte, ProSeries)
- Collaborate with senior associates on complex tax cases
- Stay updated on tax law changes through continuous education
Qualifications
- Associate's degree in Accounting or related field (Bachelor's preferred)
- 1+ years of tax preparation experience
- Proficiency with tax software and Microsoft Office Suite
- Strong attention to detail and analytical skills
- Excellent communication and client service abilities
- Enrolled Agent (EA) or CPA certification a plus
- Ability to work independently and meet deadlines
- Valid California driver's license for occasional client meetings