Job Description
Join our award-winning finance team at Premier Tax Solutions as a Tax Associate in sunny Chula Vista, CA! We're seeking a detail-oriented professional to deliver exceptional tax services to our diverse client portfolio. This hybrid role combines office collaboration with remote flexibility, offering growth opportunities in a dynamic environment.
Our ideal candidate will thrive in a fast-paced setting while maintaining meticulous attention to detail. You'll work with cutting-edge tax software and collaborate with industry experts to optimize client outcomes. We offer competitive benefits, professional development stipends, and a supportive culture that values work-life balance.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research to address complex compliance issues and optimize tax strategies
- Manage client relationships through proactive communication and quarterly tax planning sessions
- Utilize tax software (e.g., Lacerte, ProSystem fx) for accurate return preparation and document management
- Collaborate with senior associates to review tax returns and ensure regulatory compliance
- Identify tax savings opportunities through deductions, credits, and legislative updates
- Maintain organized digital and physical client records according to IRS standards
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with individual and corporate returns
- Proficiency in tax software and Microsoft Office Suite
- Strong understanding of IRS regulations and California tax codes
- Excellent analytical skills with attention to numerical accuracy
- Ability to manage multiple deadlines in a fast-paced environment
- Strong written and verbal communication skills
- Proven problem-solving abilities for complex tax scenarios