Job Description
Join our dynamic finance team as a Part-Time Tax Associate in San Jose, CA. We're seeking a detail-oriented professional to deliver exceptional tax preparation services while gaining hands-on experience in a collaborative environment. This role offers flexible hours and growth opportunities within a reputable CPA firm.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns using ProSystem fx
- Conduct tax research and provide compliance guidance for diverse client portfolios
- Review financial documents to identify deductions and optimize tax strategies
- Communicate complex tax concepts clearly to clients through written reports
- Collaborate with senior associates on audits and IRS inquiries
- Maintain accurate client records in tax software databases
- Stay updated on California tax law changes and filing requirements
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (internship acceptable)
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- California CPA license preferred or actively pursuing
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to work independently in a flexible part-time schedule
- Knowledge of federal and California tax regulations