Job Description
Join our dynamic finance team at Anaheim Financial Solutions, a leading tax advisory firm serving Orange County businesses and high-net-worth individuals. We're seeking a detail-oriented Tax Associate to deliver exceptional tax compliance and planning services while advancing your career in a collaborative, growth-oriented environment. Our firm combines cutting-edge technology with personalized client relationships to drive financial success.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and provide strategic tax planning recommendations
- Manage client relationships and address complex tax inquiries
- Utilize tax software (ProSystem, CCH, Lacerte) for efficient processing
- Assist in IRS audits and tax controversy resolution
- Collaborate with senior advisors on tax optimization strategies
- Maintain compliance with evolving tax regulations and FASB standards
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/MST preferred)
- 2+ years of tax preparation experience in public accounting
- Deep knowledge of IRS regulations and California tax codes
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent communication and client service skills
- Ability to manage multiple deadlines in a fast-paced environment