Job Description
Are you a detail-oriented professional seeking a flexible and rewarding career in finance? Pacific Financial Group is looking for a Remote Friendly Tax Associate to join our expanding team in Stockton, CA.
We value work-life balance and offer a hybrid-friendly environment where you can manage your workload efficiently from home while delivering exceptional service to our diverse client base. If you are passionate about tax compliance and strategic financial planning, we want to hear from you.
Why Join Us?
• Competitive salary and comprehensive benefits package.
• Flexible remote-friendly work schedule.
• Continuous professional development and training opportunities.
• Supportive and collaborative team culture.
Responsibilities
- Prepare and file federal, state, and local individual, corporate, and partnership income tax returns accurately and timely.
- Conduct thorough research on complex tax laws and regulations to ensure full compliance.
- Develop and implement effective tax planning strategies to minimize client liabilities.
- Review and audit the work of junior associates to ensure quality control.
- Maintain accurate and up-to-date client records and tax files using industry-standard software.
- Communicate complex tax concepts to clients in a clear, professional, and approachable manner.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field (Master’s degree preferred).
- Active CPA or Enrolled Agent (EA) certification preferred.
- 3+ years of hands-on experience in tax preparation and accounting.
- Proficiency in tax software (e.g., ProSeries, Lacerte, Drake, or QuickBooks).
- Strong analytical skills with a keen attention to detail.
- Excellent verbal and written communication skills.