Job Description
Join our dynamic finance team in Stockton, CA as a Part-Time Tax Associate. This role offers flexible hours while providing hands-on experience in individual and small business tax preparation. You'll work with cutting-edge tax software and collaborate directly with senior CPAs to deliver accurate, client-focused solutions. Perfect for finance professionals seeking work-life balance without compromising career growth.
Responsibilities
- Prepare and file individual, partnership, and corporate tax returns
- Review financial statements and identify tax-saving opportunities
- Advise clients on tax compliance strategies and IRS regulations
- Utilize ProSeries and Lacerte software for efficient tax processing
- Conduct tax research and resolve complex tax inquiries
- Assist in audit support and notice resolution
- Maintain accurate client documentation in digital filing systems
Qualifications
- Associate's degree in Accounting or related field (Bachelor's preferred)
- 1+ years of tax preparation experience
- PTIN and current IRS e-file authorization
- Proficiency in tax software (ProSeries/Lacerte)
- Strong knowledge of California tax regulations
- Excellent analytical and problem-solving skills
- Ability to work independently with minimal supervision
- Detail-oriented with high accuracy in numerical tasks