Job Description
We are looking for a detail-oriented and experienced Part-Time Tax Associate to join our dynamic team in Sacramento, CA. If you are a tax professional seeking a flexible schedule without sacrificing your passion for helping clients achieve financial clarity, this is the perfect opportunity for you.
At Golden State Financial Partners, we pride ourselves on delivering exceptional service to our community. As a part-time associate, you will play a crucial role in preparing accurate tax returns and providing expert guidance to our clients during the tax season and year-round.
Why Join Us?
- Flexible work hours designed for work-life balance.
- Competitive hourly pay commensurate with experience.
- Supportive and collaborative work environment.
- Opportunity to work with a diverse portfolio of clients.
What You Will Do:
Responsibilities
- Prepare and file federal and state income tax returns for individuals and small business clients.
- Review financial documents, W-2s, 1099s, and other tax records to ensure accuracy and compliance with tax laws.
- Communicate clearly with clients to gather necessary information, answer tax-related inquiries, and explain complex tax concepts.
- Utilize tax preparation software (e.g., ProSeries, Drake, or Intuit) to complete and file returns efficiently.
- Identify potential deductions and credits to maximize client refunds or minimize liability.
- Maintain strict confidentiality of all client financial data.
Qualifications
- Associate’s degree in Accounting, Finance, or related field (Bachelor’s degree preferred).
- 1-3 years of hands-on experience in tax preparation (individual and/or corporate).
- Strong knowledge of current federal and state tax codes and regulations.
- Proficiency in tax preparation software and Microsoft Office Suite (Excel is essential).
- Excellent attention to detail with a high level of accuracy.
- Strong interpersonal and communication skills to interact with diverse clients.