Job Description
Join our dynamic finance team as a Part-Time Tax Associate in the heart of San Jose's tech hub. We're seeking a detail-oriented professional to deliver exceptional tax preparation services to individual and small business clients. Enjoy flexible hours while building expertise in compliance, consulting, and client relationship management in a collaborative environment.
Responsibilities
- Prepare and file federal, state, and local tax returns with 100% accuracy
- Conduct tax planning consultations to optimize client outcomes
- Research and apply evolving tax codes and regulations
- Manage client communications and documentation securely
- Collaborate with senior associates on complex tax strategies
- Utilize ProSystem fx and Lacerte tax software efficiently
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience
- Active CPA or Enrolled Agent certification preferred
- Proficiency in tax software and MS Office Suite
- Strong analytical and problem-solving abilities
- Excellent verbal and written communication skills