Job Description
Join our award-winning tax team at Pacific Wealth Advisors in sunny San Diego! We're seeking a detail-oriented Senior Tax Associate to deliver exceptional tax planning and compliance services to high-net-worth individuals and small businesses. Enjoy competitive benefits, professional development opportunities, and a collaborative work environment in one of America's most vibrant cities.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct tax research and provide strategic tax planning recommendations
- Manage client relationships through regular communication and advisory meetings
- Collaborate with audit and consulting teams to ensure integrated service delivery
- Maintain compliance with IRS regulations and tax code updates
- Mentor junior associates on tax preparation best practices
Qualifications
- Bachelor's degree in Accounting or Finance (CPA/Master's preferred)
- 3+ years of public accounting or tax preparation experience
- Proficiency in tax software (e.g., Lacerte, ProSystem fx)
- Strong knowledge of individual, corporate, and partnership taxation
- Excellent analytical and problem-solving abilities
- Exceptional communication and client management skills