Job Description
Join our dynamic finance team as a Tax Associate at Stockton Financial Group, where your expertise will drive client success and career growth. We're seeking a meticulous professional to manage complex tax portfolios while leveraging cutting-edge compliance tools. Enjoy collaborative work culture, competitive benefits, and opportunities for specialization in corporate or individual taxation.
Responsibilities
- Prepare and file federal, state, and local tax returns for diverse client portfolios
- Conduct tax research and ensure compliance with evolving IRS regulations
- Analyze financial statements to identify optimization opportunities
- Collaborate with audit teams during tax examinations and appeals
- Maintain accurate client documentation in digital tax management systems
- Develop tax strategies for high-net-worth individuals and corporate entities
- Train junior staff on tax software and procedural updates
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- CPA or Enrolled Agent certification strongly preferred
- 3+ years of progressive tax preparation experience
- Proficiency in Lacerte, ProSystem fx, or comparable tax software
- Deep knowledge of California tax codes and S-Corp taxation
- Exceptional analytical and client communication abilities
- Ability to manage multiple deadlines in fast-paced environment