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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Santa Ana Tax Solutions
Santa Ana, CA
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
25 Juli 2026
Deadline
25 Jul 2027

Job Description

Join Santa Ana Tax Solutions as a Tax Associate and accelerate your career in finance! We're seeking a detail-oriented professional to deliver exceptional tax services to our diverse client portfolio. Our collaborative team environment offers competitive compensation, comprehensive benefits, and clear pathways to advancement. If you're passionate about tax compliance and client success, this is your opportunity to thrive in Orange County's vibrant business hub.

Responsibilities

  • Prepare and file individual, corporate, and partnership tax returns with precision
  • Conduct tax research and provide strategic guidance on complex tax scenarios
  • Manage client relationships through proactive communication and issue resolution
  • Utilize tax software (e.g., Lacerte, ProSeries) for efficient processing
  • Assist in tax planning strategies to optimize client outcomes
  • Stay current with federal, state, and local tax regulations
  • Collaborate with senior tax professionals on special projects

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field required
  • 1-3 years of tax preparation experience (CPA candidates encouraged)
  • Proficiency in tax preparation software and Microsoft Office Suite
  • Strong analytical skills with attention to detail
  • Excellent written and verbal communication abilities
  • Ability to manage multiple deadlines in a fast-paced environment
  • Professional certification (EA, CPA) preferred
  • Valid California driver's license required

Required Skills

Tax Preparation IRS Compliance Financial Analysis Tax Software Client Relations Research Attention to Detail Problem Solving

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