Job Description
Join our dynamic finance team at Precision Tax Advisors as a Part-Time Tax Associate in San Jose, CA. We're seeking a detail-oriented professional to support individual and small business tax preparation while advancing your career in a collaborative environment. Enjoy flexible hours and competitive compensation while making a tangible impact on our clients' financial success.
Responsibilities
- Prepare and file accurate federal, state, and local tax returns for individual and business clients
- Conduct thorough tax research and ensure compliance with IRS regulations
- Review financial documents to identify potential deductions and credits
- Communicate complex tax concepts clearly to clients via phone and email
- Utilize tax software (ProSystem fx, Lacerte) for efficient processing
- Assist in resolving tax notices and audits from government agencies
- Maintain detailed client records and confidentiality standards
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1+ years of tax preparation experience (internship acceptable)
- Active CPA license or enrolled agent certification preferred
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to work independently and meet deadlines
- Valid California driver's license (client visits required)