Job Description
Join our award-winning tax team as a Part-Time Tax Associate in the heart of San Francisco's Financial District. We're seeking a meticulous professional to deliver exceptional tax preparation and advisory services to high-net-worth individuals and small businesses. Enjoy flexible scheduling while making a tangible impact in our clients' financial lives.
Responsibilities
- Prepare and file individual, partnership, and corporate tax returns
- Conduct tax research and ensure compliance with federal/state regulations
- Advise clients on tax-saving strategies and financial optimization
- Utilize ProSystem fx and Lacerte software for efficient processing
- Collaborate with senior associates on complex tax cases
- Maintain accurate client documentation and audit trails
Qualifications
- Bachelor's degree in Accounting/Finance or equivalent experience
- 2+ years tax preparation experience
- CPA or Enrolled Agent certification preferred
- Proficiency in tax software and Microsoft Office Suite
- Exceptional attention to detail and analytical skills
- Strong communication and client relationship abilities