Job Description
Join our award-winning tax team at Santa Ana Financial Group, where precision meets innovation. We're seeking a Senior Tax Associate to drive compliance excellence and strategic tax planning for high-net-worth clients. Enjoy competitive compensation, comprehensive benefits, and a collaborative culture that values professional growth. Apply today to elevate your career in one of California's most dynamic financial hubs.
Responsibilities
- Prepare and review complex federal, state, and local tax returns for individuals and corporations
- Lead tax planning strategies to optimize client outcomes and ensure regulatory compliance
- Manage audit support and resolve IRS/state inquiries with exceptional precision
- Mentor junior associates while maintaining quality control on deliverables
- Develop innovative tax solutions leveraging digital transformation tools
- Build and nurture client relationships through proactive communication
Qualifications
- CPA license or active pursuit with 3+ years tax experience
- Expertise in S-Corp, partnership, and international tax frameworks
- Advanced proficiency in tax software (Lacerte, ProSystemFX)
- Demonstrated success in tax planning for high-complexity cases
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Master's degree in Taxation or relevant certification preferred