Job Description
Join our dynamic tax team in Santa Ana, CA as a Tax Associate and launch your career in one of California's most vibrant financial hubs. We're seeking a meticulous professional to deliver exceptional tax services to high-net-worth individuals and growing businesses. This full-time, direct-hire position offers competitive compensation, comprehensive benefits, and clear pathways to advancement within our award-winning practice.
Our firm combines cutting-edge tax technology with personalized client strategies. You'll work alongside seasoned CPAs while building expertise in complex tax compliance, planning, and advisory services. If you're passionate about tax excellence and want to make tangible impacts on clients' financial futures, this is your opportunity.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and corporations
- Conduct tax research and analysis to optimize client outcomes
- Develop comprehensive tax planning strategies for diverse client portfolios
- Manage IRS audits and compliance documentation
- Collaborate with senior advisors on complex tax engagements
- Maintain precise records using Lacerte and ProSystem fx software
- Stay current with tax law changes through continuous professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience in public accounting
- Active CPA license or CPA candidacy
- Advanced proficiency in tax software (Lacerte, ProSystem fx)
- Deep understanding of IRS regulations and California tax codes
- Exceptional analytical and problem-solving abilities
- Strong written and verbal communication skills
- Proven track record of meeting deadlines in high-volume environments