Job Description
Join Pacific Financial Group's elite tax team in sunny San Diego! We're seeking a dynamic Senior Tax Associate to deliver exceptional client service while navigating complex tax landscapes. Our collaborative environment offers mentorship from industry experts and exposure to high-net-worth individuals and corporate clients. Enjoy competitive compensation, flexible work arrangements, and professional development opportunities in one of America's most vibrant cities.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and compliance analysis using authoritative sources
- Develop tax planning strategies to minimize client liabilities
- Manage client relationships through regular communication and consultations
- Collaborate with audit and advisory teams for integrated financial solutions
- Maintain accurate documentation and adhere to IRS regulations
Qualifications
- Bachelor's degree in Accounting or Finance (CPA/Master's preferred)
- 3+ years of tax preparation experience in public accounting
- Expertise in IRS tax codes and state-specific regulations
- Proficiency in tax software (e.g., Lacerte, ProSystem fx)
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Active CPA license or pursuing certification