Job Description
Join our award-winning tax team at Golden Gate Tax Partners, a leading boutique firm in San Francisco's Financial District. We're seeking a detail-oriented Part-Time Tax Associate to support our diverse client portfolio of high-net-worth individuals and tech startups. Enjoy a flexible schedule while making a significant impact in the dynamic world of tax compliance and planning.
This role offers unique exposure to complex tax scenarios and opportunities for professional growth under the mentorship of seasoned CPAs. Our collaborative environment values innovation and work-life balance, making it ideal for tax professionals seeking flexibility without compromising career development.
Responsibilities
- Prepare and review individual and corporate tax returns (Form 1040, 1120, 1065)
- Analyze financial statements and tax documents to identify optimization opportunities
- Ensure compliance with IRS regulations and California tax codes
- Collaborate with senior advisors on tax planning strategies for clients
- Manage client communications and documentation using CCH Axosoft
- Research emerging tax legislation and its impact on client portfolios
- Assist with IRS audits and state tax inquiries
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA candidate preferred)
- 2+ years of tax preparation experience with Big 4 or boutique firm
- Proficiency in tax software (Lacerte, ProSystem fx, or UltraTax)
- Strong knowledge of federal and California tax regulations
- Excellent analytical and problem-solving abilities
- Ability to work independently while meeting strict deadlines
- Exceptional attention to detail with zero tolerance for errors
- Proven client management and communication skills