Job Description
Join our dynamic team at Stockton Tax Professionals LLC as a Part-Time Tax Associate! We're seeking a detail-oriented professional to deliver exceptional tax preparation services to our diverse client base. This flexible role offers 20-25 hours weekly with competitive compensation and growth opportunities in a supportive environment.
Our ideal candidate will thrive in a fast-paced setting while maintaining absolute precision in financial documentation. You'll work directly with individuals and small businesses, ensuring compliance with ever-evolving tax regulations. This position is perfect for tax professionals seeking work-life balance without compromising career development.
Responsibilities
- Prepare and file accurate individual, business, and trust tax returns using industry-standard software
- Conduct thorough client interviews to gather financial documentation and identify tax-saving opportunities
- Review financial records for completeness and adherence to IRS guidelines
- Utilize tax research databases to address complex tax scenarios and regulatory changes
- Collaborate with senior tax professionals on audit support and compliance matters
- Maintain organized digital and physical client files with strict confidentiality protocols
- Provide exceptional client service through timely communication and clear explanations
Qualifications
- Associate's degree in Accounting, Finance, or related field (Bachelor's preferred)
- 1+ years of hands-on tax preparation experience with individual/business returns
- Proficiency in tax software (ProSeries, Lacerte, or equivalent) and Microsoft Office Suite
- Valid California Tax Preparer Registration or CPA license (preferred)
- Exceptional attention to detail with proven accuracy in financial documentation
- Strong analytical skills to interpret complex financial data and regulations
- Excellent communication abilities for clear client interactions and team collaboration
- Ability to work independently while meeting strict deadlines during tax season