Job Description
Join Capital Tax Partners' elite Sacramento team as a Tax Associate and shape financial futures for high-net-worth individuals and corporate clients. We're seeking a detail-oriented professional to drive tax compliance strategy while leveraging cutting-edge digital tools in our modern downtown workspace. Enjoy competitive benefits, quarterly profit sharing, and structured career progression toward senior tax advisory roles. Our collaborative culture values innovation – you'll implement emerging tax technologies while building client relationships that last.
Responsibilities
- Prepare and file complex federal, state, and local tax returns for diverse client portfolios
- Conduct tax research and provide strategic advice on tax optimization opportunities
- Manage IRS audits and correspondence with tax authorities
- Develop tax projections and financial modeling for business clients
- Maintain compliance with evolving tax regulations and FASB standards
- Collaborate with cross-functional teams on integrated financial planning
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/Master's preferred)
- 3+ years of progressive tax preparation experience
- Deep knowledge of California tax codes and IRS procedures
- Proficiency in tax preparation software and data visualization tools
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Active CPA license or progress toward certification
- Experience with S-Corporation and partnership taxation