Job Description
Join our award-winning tax team at Pacific Tax Partners and accelerate your career as a Remote-Friendly Tax Associate in San Jose! We're seeking a detail-oriented professional to deliver exceptional tax services while enjoying flexible remote work options. You'll collaborate with CPAs and industry experts to help businesses and individuals navigate complex tax landscapes, gaining exposure to cutting-edge tax technologies and diverse client portfolios.
Our hybrid work model combines 2 days in our modern downtown San Jose office with 3 remote days, fostering collaboration while offering work-life balance. We invest heavily in your growth through continuous training, mentorship programs, and clear career progression paths.
Responsibilities
- Prepare and file federal, state, and local tax returns for corporate and individual clients
- Conduct tax research and ensure compliance with current tax laws and regulations
- Analyze financial statements to identify optimization opportunities and tax savings
- Collaborate with senior team members on complex tax planning strategies
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient return processing
- Maintain accurate client documentation and communicate tax implications clearly
- Stay updated on tax law changes through continuous professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (public accounting preferred)
- CPA license or active pursuit (required)
- Proficiency in tax software and Microsoft Excel
- Strong analytical skills with attention to detail
- Excellent written and verbal communication skills
- Ability to work independently while collaborating remotely
- Proactive problem-solving approach with client focus