Job Description
Join Capital Tax Solutions as a Part-Time Tax Associate and elevate your career in Sacramento's thriving financial sector. We're seeking a meticulous professional to deliver exceptional tax preparation services while gaining exposure to diverse client portfolios. This hybrid role offers flexible hours (20-30 hrs/week) with competitive compensation and growth opportunities within our award-winning firm. Perfect for career-driven tax professionals seeking work-life balance without compromising on impact.
Responsibilities
- Prepare and file individual, business, and trust tax returns with 100% accuracy
- Conduct thorough tax planning consultations to optimize client outcomes
- Utilize ProSystem fx and Lacerte software for efficient document processing
- Manage client communications regarding IRS inquiries and audit support
- Stay current with federal/state tax law changes via quarterly CPE credits
- Collaborate with senior tax professionals on complex compliance cases
- Maintain secure digital client files in compliance with IRS guidelines
Qualifications
- Bachelor's degree in Accounting/Finance or active CPA candidate status
- 2+ years of tax preparation experience with S-Corp/Partnership returns
- Active PTIN and California Tax Preparer license
- Advanced proficiency in QuickBooks and tax software platforms
- Exceptional analytical skills and attention to detail
- Strong written/verbal communication abilities
- Ability to work independently while meeting weekly deadlines
- Professional demeanor in client-facing interactions