Job Description
Join our elite tax team at Prestige Financial Partners and become a cornerstone of financial success for high-net-worth clients and growing businesses. We're seeking a meticulous Senior Tax Associate to deliver strategic tax planning, compliance, and advisory services from our Stockton headquarters. With a 98% client retention rate and industry-leading technology, this is your opportunity to elevate your career in a supportive, growth-oriented environment.
Responsibilities
- Prepare and file federal, state, and local tax returns for corporations, partnerships, and individuals
- Conduct complex tax research and planning to optimize client outcomes
- Lead IRS audits and state tax authority inquiries with precision
- Develop client relationships through proactive tax advisory consultations
- Mentor junior associates on tax compliance best practices
- Utilize advanced tax software (Lacerte, ProSystem fx) for efficient processing
- Collaborate with audit and advisory teams on integrated financial solutions
Qualifications
- Bachelor's degree in Accounting or Finance (CPA/Master's preferred)
- 3+ years of public accounting tax experience
- Expertise in S-Corporation, Partnership, and Trust taxation
- Proficient in tax research tools (CCH, BNA, Thomson Reuters)
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Active CPA license required
- Experience with tax compliance for multi-state entities