Job Description
Join our dynamic finance team as a Remote Tax Associate and leverage your expertise to drive client success. We offer a flexible, hybrid work model combining office collaboration with full remote options. This role provides growth opportunities in tax compliance, planning, and advisory services for diverse clients. Enjoy competitive benefits, professional development stipends, and a collaborative culture focused on innovation and work-life balance.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with evolving IRS regulations
- Develop tax planning strategies to optimize client financial outcomes
- Collaborate with cross-functional teams on complex tax engagements
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
- Maintain accurate client documentation and audit trails
- Provide responsive client communication and advisory support
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit required
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to work independently in a remote environment
- San Diego residency preferred for occasional in-office meetings