Job Description
Join our dynamic team at Pacific Wealth Advisors as a Senior Tax Associate in sunny San Diego! We're seeking a detail-oriented professional to deliver exceptional tax services to high-net-worth individuals and corporate clients. This hybrid role offers competitive compensation, comprehensive benefits, and clear pathways to career advancement in one of America's most vibrant coastal cities. If you're passionate about taxation and thrive in a collaborative environment, apply today to become part of our award-winning firm.
Responsibilities
- Prepare and file complex individual, corporate, and partnership tax returns
- Develop tax planning strategies to optimize client outcomes
- Conduct IRS/state audit support and compliance reviews
- Maintain accurate client documentation in tax software systems
- Collaborate with cross-functional teams on integrated financial solutions
- Stay current on tax legislation changes impacting client portfolios
- Mentor junior associates on technical procedures
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/Master's preferred)
- 3+ years public accounting tax experience
- Deep expertise in federal/state tax regulations
- Proficiency in Lacerte, ProSystem fx, or comparable tax software
- Strong analytical and problem-solving abilities
- Exceptional written and verbal communication skills
- Proven client relationship management experience