Job Description
Join our prestigious financial services firm in Anaheim as a Tax Associate and accelerate your career in one of California's most dynamic economies. We're seeking a detail-oriented professional to support our diverse client portfolio with comprehensive tax compliance and advisory services. Our collaborative environment offers mentorship from seasoned CPAs and exposure to complex tax strategies across multiple industries.
At Anaheim Financial Solutions, we invest in your growth through continuous training programs and clear career progression paths. Enjoy competitive benefits including health insurance, 401(k) matching, and flexible work arrangements in our modern office near Angel Stadium.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and provide advisory services on complex tax matters
- Assist in IRS audits and tax controversy resolutions
- Develop tax planning strategies to optimize client outcomes
- Review and analyze financial statements for tax implications
- Utilize tax software (ProSystem fx, CCH, Lacerte) for efficient processing
- Collaborate with senior team members on client deliverables and deadlines
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting
- Strong knowledge of IRS regulations and California tax codes
- Proficiency in tax software and Microsoft Office Suite
- Excellent analytical skills with attention to detail
- Valid CPA license or actively pursuing certification
- Ability to manage multiple deadlines in a fast-paced environment