Job Description
Join our award-winning tax team in Stockton as a Tax Associate! We're seeking a detail-oriented professional to deliver exceptional tax services while utilizing our premium equipment package. At Stockton Tax Solutions, we invest in your success with cutting-edge tools and comprehensive training. Enjoy a collaborative environment where your expertise directly impacts client outcomes and career growth.
Equipment Provided: High-performance laptop, dual monitors, tax software licenses, ergonomic workstation, and industry-specific reference materials. We ensure you have everything needed to excel in tax preparation and compliance.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Analyze financial statements to identify tax-saving opportunities and ensure compliance
- Utilize advanced tax software (provided) for efficient return processing and error detection
- Conduct tax research on complex regulations and update client knowledge bases
- Collaborate with senior advisors to develop tax planning strategies
- Maintain accurate client records and documentation per IRS standards
- Represent clients during IRS correspondence and audit inquiries
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA preferred)
- 2+ years of tax preparation experience with S-Corp, partnership, and individual returns
- Proficiency in tax software (e.g., Lacerte, ProSystem fx, or provided alternatives)
- Deep understanding of federal/state tax codes and FASB regulations
- Exceptional analytical skills with attention to numerical precision
- Strong client communication abilities for explaining complex tax concepts
- Ability to manage multiple deadlines in a fast-paced environment