Job Description
Join our award-winning tax team at San Diego Financial Partners, where innovation meets expertise. We're seeking a detail-oriented Tax Associate to deliver exceptional client services with the flexibility of remote work. Enjoy competitive compensation, comprehensive benefits, and a supportive culture that champions professional growth. Perfect for proactive tax professionals ready to make an impact in San Diego's dynamic financial landscape.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and provide strategic planning advice to optimize client outcomes
- Manage client relationships through regular consultations and proactive communication
- Collaborate with senior tax professionals on complex tax compliance matters
- Maintain accurate records and ensure adherence to IRS regulations and tax codes
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- 2+ years of tax preparation experience with CPA firm or financial institution
- Active CPA license or enrolled agent designation preferred
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication abilities
- Proven ability to manage multiple deadlines in a remote environment