Job Description
Join our elite tax team at San Diego Financial Group, where precision meets innovation. We're seeking a detail-oriented Senior Tax Associate to navigate complex tax landscapes for high-net-worth clients and growing businesses. In this pivotal role, you'll leverage cutting-edge tax software and strategic advisory skills to optimize financial outcomes while ensuring full compliance with evolving tax regulations. Our collaborative environment offers unparalleled mentorship and clear pathways to partnership.
Located in the vibrant heart of Downtown San Diego, our firm combines coastal lifestyle excellence with professional growth opportunities. Enjoy competitive benefits including flexible work arrangements, continuous education stipends, and quarterly performance bonuses. We invest in your success through our exclusive 'Tax Mastery' certification program and annual retreats to premier destinations.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals, corporations, and partnerships
- Conduct tax research on complex issues using authoritative resources and maintain compliance documentation
- Develop strategic tax planning recommendations to minimize liabilities while maximizing client wealth
- Manage audit defense processes with IRS/state authorities and represent clients during examinations
- Mentor junior staff through structured training programs and quality control reviews
- Utilize ProSystem fx, CCH, and other industry-leading tax software platforms
- Collaborate with cross-functional teams on integrated financial solutions
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation with CPA license required
- 5+ years progressive tax preparation experience in public accounting or corporate tax department
- Expertise in individual, corporate, partnership, and fiduciary tax compliance
- Proficiency with tax software (ProSystem fx, CCH, Lacerte) and Microsoft Office Suite
- Strong analytical skills with ability to interpret complex tax regulations and apply to client scenarios
- Exceptional communication skills for client presentations and IRS correspondence
- Proven project management abilities with multiple concurrent client engagements
- Active membership in AICPA and California Society of CPAs preferred