Job Description
Join Financial Solutions Group, a leading tax advisory firm serving Bay Area businesses and individuals. We're seeking a meticulous Part-Time Tax Associate to support our growing client portfolio with personalized tax solutions. This hybrid role (3 days/week in our downtown San Francisco office) offers flexible scheduling while maintaining high service standards. You'll collaborate with senior tax professionals to deliver accurate filings, strategic tax planning, and exceptional client experiences in a dynamic, tech-forward environment.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and small businesses
- Conduct tax research and ensure compliance with current IRS regulations and state tax codes
- Assist with tax planning strategies to optimize client financial outcomes
- Review financial statements and documentation for accuracy and completeness
- Communicate complex tax concepts clearly to diverse clientele
- Maintain organized digital and physical client tax records
- Collaborate with audit team to resolve discrepancies during examinations
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience (individual and small business)
- Proficiency in tax software (e.g., Lacerte, ProSeries, UltraTax)
- Strong knowledge of federal/state tax codes and filing requirements
- Excellent analytical skills with attention to detail
- Ability to manage multiple deadlines in a fast-paced environment
- Clear communication skills for client interactions
- Valid California CPA license or actively pursuing certification