Job Description
Join Sacramento's premier tax firm as a Part-Time Tax Associate and make a meaningful impact on clients' financial well-being. We're seeking a detail-oriented professional to assist with individual and small business tax preparation during our busy season. Enjoy flexible scheduling while working with a collaborative team in our downtown Sacramento office. Perfect for candidates seeking work-life balance without compromising on career growth.
Responsibilities
- Prepare and file accurate federal and state tax returns for individual and business clients
- Review financial documents and identify deductions to maximize client refunds
- Conduct tax research and resolve complex tax compliance issues
- Maintain organized client files and ensure adherence to IRS guidelines
- Communicate tax strategies and recommendations to clients clearly
- Collaborate with senior tax professionals on complex cases
- Utilize tax software (ProSeries, Lacerte) efficiently for filing
Qualifications
- Associate's degree in Accounting or related field (Bachelor's preferred)
- 1+ years of tax preparation experience (individual returns)
- Active PTIN (Preparer Tax Identification Number) certification
- Proficiency in tax preparation software and Microsoft Office
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to work independently while meeting deadlines
- Basic knowledge of California tax regulations