Job Description
Join Pinnacle Tax Partners' elite tax team in San Jose and accelerate your career with an exceptional $10,000 sign-on bonus! We're seeking a detail-oriented Tax Associate to support high-net-worth individuals and corporate clients with complex tax strategies. Enjoy competitive compensation, flexible work arrangements, and comprehensive benefits while working with industry leaders in the heart of Silicon Valley.
Our award-winning firm combines cutting-edge technology with personalized service, offering unparalleled growth opportunities. As a Tax Associate, you'll gain exposure to multi-state taxation, international tax planning, and IRS compliance – perfect for CPA candidates or those pursuing Enrolled Agent credentials.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and businesses
- Analyze financial statements to identify tax optimization opportunities
- Research complex tax regulations and develop compliance strategies
- Collaborate with senior advisors on tax planning for mergers/acquisitions
- Manage client relationships and provide proactive tax consultation
- Utilize tax software (Lacerte, ProSystem fx) for efficient processing
- Stay updated on tax law changes through continuous professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (public accounting preferred)
- CPA license or actively pursuing certification
- Proficiency in tax preparation software and Microsoft Excel
- Strong analytical skills with attention to detail
- Excellent communication and client management abilities
- Ability to manage multiple deadlines in a fast-paced environment