Job Description
Join our dynamic finance team as a Part-Time Tax Associate in Stockton, CA! We're seeking a detail-oriented professional to deliver exceptional tax preparation services to individuals and small businesses. This flexible role offers the perfect opportunity to leverage your tax expertise while maintaining work-life balance. Enjoy competitive compensation, ongoing training, and a collaborative environment where your skills make a tangible difference.
Responsibilities
- Prepare and file accurate federal, state, and local tax returns for individual and business clients
- Conduct thorough tax planning consultations to optimize client financial outcomes
- Review financial documents for compliance and identify potential deductions
- Stay current with evolving tax laws, regulations, and IRS guidelines
- Utilize tax software efficiently to ensure precision and efficiency
- Build and maintain strong client relationships through responsive communication
- Collaborate with senior tax professionals on complex tax scenarios
Qualifications
- Associate's degree in Accounting, Finance, or related field required
- 1+ years of hands-on tax preparation experience
- Proficiency in tax software (ProSeries, Lacerte, or equivalent)
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Enrolled Agent (EA) or CPA certification preferred
- Ability to work independently with minimal supervision