Job Description
Are you a detail-oriented Tax Associate looking for a rewarding career in California's capital? Sacramento Financial Group is seeking a skilled professional to join our dynamic finance team. We pride ourselves on delivering exceptional financial solutions and are looking for an individual who is passionate about compliance, accuracy, and client success.
In this role, you will have the opportunity to work with a diverse portfolio of clients, ensuring their tax obligations are met efficiently while maximizing their financial potential. If you are ready to take the next step in your accounting career, we want to hear from you.
Responsibilities
- Prepare and File Tax Returns: Accurately prepare individual, corporate, and partnership federal and state tax returns using advanced tax software.
- Client Communication: Maintain regular communication with clients to gather necessary documentation and explain complex tax concepts clearly.
- Compliance & Research: Stay updated on federal and California tax codes, regulations, and compliance requirements to ensure full adherence to tax laws.
- Financial Analysis: Review financial statements and provide tax planning recommendations to optimize clients' tax positions.
- Audit Support: Assist in responding to tax audits and inquiries from the IRS and state tax authorities.
- Team Collaboration: Work closely with senior accountants and managers to meet tight filing deadlines during tax season.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or Taxation required; Master’s degree or CPA/EA certification is a significant plus.
- Experience: Minimum of 2-4 years of experience in tax preparation and accounting.
- Technical Skills: Proficiency in tax preparation software (e.g., Lacerte, ProSystem fx, Drake) and advanced Microsoft Excel skills.
- Knowledge: Deep understanding of US tax laws and specific knowledge of California tax regulations.
- Attention to Detail: Exceptional ability to spot errors and ensure 100% accuracy in high-volume work.
- Communication: Strong interpersonal skills with the ability to build rapport with clients and colleagues.