Job Description
Join a Dynamic Team in Santa Ana, CA
Are you a detail-oriented Tax Associate looking for a rewarding career in a collaborative environment? Integrated Financial Services is seeking a skilled professional to join our growing team. We offer a competitive salary, comprehensive benefits package, and a clear path for professional development. If you are passionate about tax compliance and client relations, we want to hear from you.
Why Work With Us?
- Competitive compensation and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Flexible work schedule and hybrid office environment.
- Professional development and mentorship opportunities.
- Generous PTO and holiday schedule.
We are looking for a motivated individual to handle complex tax scenarios and contribute to our mission of providing exceptional financial guidance.
Responsibilities
- Prepare and review individual (Form 1040) and business tax returns (Forms 1120, 1065, 1040-Schedule C) with a high degree of accuracy and efficiency.
- Conduct tax planning and research to identify opportunities for tax savings and ensure compliance with federal, state, and local regulations.
- Communicate effectively with clients to gather necessary financial information, explain tax implications, and provide strategic advice.
- Utilize tax preparation software (e.g., ProSeries, Lacerte, or UltraTax) to manage high volumes of returns and meet filing deadlines.
- Assist with audit inquiries, respond to IRS notices, and represent the firm during client audits.
- Stay current on evolving tax laws and regulatory changes to provide the most up-to-date advice to clients.
- Maintain organized and secure client files, ensuring all documentation is readily accessible.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Taxation required; Master’s in Taxation (MST) is preferred.
- Certified Public Accountant (CPA) license is a strong plus but not mandatory for experienced candidates.
- Minimum of 2-5 years of progressive experience in tax preparation and compliance.
- Strong working knowledge of US tax code, GAAP, and accounting principles.
- Proficiency in Microsoft Office Suite and tax-specific software.
- Excellent analytical, problem-solving, and organizational skills.
- Ability to manage multiple priorities and meet strict deadlines during tax season.
- Strong interpersonal skills with a client-focused attitude.