Job Description
Join our elite tax team in Santa Ana as a Tax Associate! We provide top-tier equipment including dual monitors, high-speed workstations, and cutting-edge tax software to maximize your productivity. Enjoy a collaborative environment where your expertise drives client success and career growth. Equipment provided: laptop, tax software licenses, ergonomic workstation.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns
- Ensure compliance with IRS regulations and state tax codes
- Analyze financial data to identify tax optimization opportunities
- Conduct tax research using provided digital resources
- Collaborate with senior associates on complex tax cases
- Maintain accurate client records using our secure document management system
- Provide exceptional client support through our CRM platform
Qualifications
- Bachelor's degree in Accounting or Finance required
- CPA license or active pursuit preferred
- 2+ years of tax preparation experience
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to thrive in a tech-enabled environment