Job Description
Join our award-winning tax team at Santa Ana Tax Solutions, where we transform complex financial challenges into strategic opportunities. As a Tax Associate, you'll be pivotal in delivering exceptional service to high-net-worth individuals and thriving businesses across Orange County. We offer a collaborative environment with cutting-edge technology and continuous professional development.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns
- Conduct tax research and compliance analysis for diverse client portfolios
- Develop tax-saving strategies through proactive planning initiatives
- Manage IRS/state tax audits and correspondence
- Maintain accurate client documentation in tax software systems
- Collaborate with senior advisors on complex tax structures
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit (preferred)
- 2+ years of tax preparation experience
- Proficiency in ProSystem fx or Lacerte software
- Strong knowledge of federal/state tax regulations
- Excellent analytical and client communication skills
- Ability to manage multiple deadlines in fast-paced environment