Job Description
Join our award-winning tax team as a Senior Tax Associate in beautiful Stockton, CA! We're seeking a detail-oriented professional to deliver exceptional tax advisory services to diverse clients. Enjoy 100% remote flexibility while making a tangible impact on financial outcomes. Our collaborative culture offers mentorship, cutting-edge tax software access, and clear career progression paths. Apply today to become part of California's premier tax advisory firm!
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and provide compliance guidance on complex regulations
- Develop strategic tax planning recommendations to optimize client outcomes
- Manage client relationships through proactive communication and advisory support
- Lead junior associates and ensure quality control of deliverables
- Utilize ProSystem fx® and Lacerte® for efficient tax processing
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- CPA license or active pursuit (passed all sections)
- 3+ years of tax preparation experience in public accounting
- Expertise in federal/state tax codes and IRS procedures
- Proficient in tax software (ProSystem fx, Lacerte, or CCH Axcess)
- Exceptional analytical and problem-solving abilities
- Strong written/verbal communication skills