Job Description
Join our dynamic finance team in Santa Ana, CA as a Tax Associate! We're urgently seeking a detail-oriented professional to manage complex tax compliance, deliver strategic advisory services, and drive client success. Enjoy competitive compensation, comprehensive benefits, and rapid career growth in a collaborative environment.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and provide compliance guidance on evolving regulations
- Develop tax planning strategies to optimize client financial outcomes
- Manage client relationships through regular consultations and reporting
- Collaborate with audit and advisory teams on integrated financial solutions
- Maintain accurate tax documentation and support IRS/FTB inquiries
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software (e.g., Lacerte, ProSystem fx)
- Strong understanding of IRS regulations and California tax codes
- Exceptional analytical and problem-solving abilities
- Excellent communication skills for client interactions
- Ability to manage multiple deadlines in a fast-paced environment