Job Description
Join our dynamic finance team as a Remote-Friendly Tax Associate and transform your career in one of America's most vibrant cities. San Diego Financial Partners offers a hybrid work model combining the flexibility of remote work with occasional in-person collaboration. We're seeking a detail-oriented professional to support our diverse client portfolio while enjoying San Diego's renowned quality of life. Our comprehensive benefits package includes competitive compensation, health insurance, and professional development opportunities.
This role is perfect for tax professionals seeking work-life balance without compromising on career growth. You'll work with cutting-edge tax technology while making tangible impacts on individual and corporate tax strategies.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with current tax laws and regulations
- Collaborate with clients to gather financial information and identify tax-saving opportunities
- Utilize tax software (e.g., ProSystem fx, UltraTax) for efficient return processing
- Assist in tax audits and respond to IRS inquiries
- Develop and maintain client relationships through regular communication
- Stay updated on tax legislation changes and communicate implications to clients
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (public or corporate)
- CPA license or active pursuit preferred
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills and attention to detail
- Excellent written and verbal communication skills
- Ability to work independently in a remote environment
- Professional certification (e.g., EA, CMA) a plus