Job Description
Are you a detail-oriented finance professional seeking a flexible work-life balance? Stockton Financial Partners is looking for a dedicated Part-Time Tax Associate to join our dynamic team. In this role, you will play a crucial part in helping our clients navigate the complexities of the tax landscape.
We pride ourselves on providing exceptional service and fostering a supportive environment. If you have a passion for numbers and a knack for client relations, we want to hear from you.
Responsibilities
- Prepare and file individual and business tax returns accurately and timely.
- Conduct thorough research on federal, state, and local tax laws to ensure compliance.
- Communicate effectively with clients to gather necessary financial information and answer tax-related inquiries.
- Assist in the preparation of financial statements and supporting documentation for audits.
- Maintain strict confidentiality of all client financial data.
- Utilize tax preparation software (e.g., Intuit ProSeries, Drake Tax) efficiently.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field preferred.
- CPA certification is a plus but not required for this part-time role.
- Strong understanding of tax codes, regulations, and filing procedures.
- Excellent interpersonal and communication skills.
- Proficiency in Microsoft Office Suite and tax preparation software.
- Ability to work independently with a high level of accuracy and attention to detail.