Job Description
Join our dynamic tax team in Stockton as a Part-Time Tax Associate! We're seeking a detail-oriented professional to support individual and small business tax preparation while delivering exceptional client experiences. This flexible position offers growth opportunities in a supportive environment with competitive compensation.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct tax planning consultations to optimize client financial outcomes
- Review financial documents for accuracy and compliance with tax regulations
- Utilize tax software (e.g., ProSeries, Lacerte) for efficient processing
- Communicate complex tax concepts clearly to diverse client base
- Maintain strict confidentiality and adhere to IRS guidelines
- Collaborate with senior accountants on complex tax scenarios
Qualifications
- Associate's degree in Accounting or Finance (Bachelor's preferred)
- 1+ years of tax preparation experience with individual/business returns
- Proficiency in tax software and Microsoft Office Suite
- Enrolled Agent (EA) or CPA certification preferred
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Ability to work independently and meet deadlines
- Knowledge of California tax regulations required