Job Description
Join our dynamic finance team as a Remote-Friendly Tax Associate in sunny San Diego! We're seeking a detail-oriented professional to manage client tax portfolios while enjoying flexible work arrangements. This hybrid role combines remote collaboration with occasional in-person team meetings at our downtown headquarters. Leverage cutting-edge tax software while supporting high-net-worth individuals and small businesses with comprehensive tax planning services. Grow your career with mentorship from CPA experts and competitive benefits including health insurance and retirement plans.
Responsibilities
- Prepare and file federal, state, and local tax returns for diverse client portfolios
- Conduct tax research to optimize deductions and ensure compliance with IRS regulations
- Collaborate with senior tax professionals on complex tax strategies
- Utilize ProSystem fx and Lacerte software for efficient tax processing
- Perform tax planning consultations to minimize client liabilities
- Manage client communications regarding tax documentation and deadlines
- Audit support for tax returns and IRS inquiries
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (CPA candidates preferred)
- Proficiency in tax software (ProSystem fx, Lacerte, or comparable)
- Strong understanding of IRS tax codes and California state tax regulations
- Excellent analytical and problem-solving abilities
- Ability to work independently while collaborating in a remote team environment
- Active CPA license or progress toward certification