Job Description
Join our dynamic tax team at San Diego Tax Partners and accelerate your career in one of America's most vibrant financial hubs. We're seeking a meticulous Tax Associate to deliver exceptional tax planning and compliance services to high-net-worth individuals and growing businesses. Enjoy competitive compensation, comprehensive benefits, and unparalleled growth opportunities in a collaborative environment.
Responsibilities
- Prepare and file federal, state, and local tax returns for diverse client portfolios
- Conduct tax research and planning strategies to optimize client outcomes
- Manage client relationships through proactive communication and advisory services
- Assist in IRS audits and state tax controversies with documentation support
- Collaborate with senior advisors on complex tax structures and M&A transactions
- Maintain compliance with evolving tax regulations and reporting standards
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting or corporate tax
- Proficiency in tax software (e.g., Lacerte, ProSystem fx, CCH Axcess)
- Strong analytical skills with attention to detail and accuracy
- Active CPA license or eligibility to sit for CPA exam
- Excellent communication skills for client interactions and presentations