Job Description
Join our award-winning tax team at San Diego Financial Partners, where precision meets innovation. We're seeking a dynamic Tax Associate to deliver exceptional client service while navigating complex tax landscapes. Our collaborative environment offers mentorship from industry leaders and exposure to diverse industries including tech, biotech, and real estate. Enjoy competitive benefits, flexible work arrangements, and opportunities for professional growth in America's Finest City.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns
- Conduct tax research and compliance analysis for high-net-worth clients
- Develop tax strategies for mergers, acquisitions, and reorganizations
- Manage client relationships through quarterly tax planning sessions
- Collaborate with audit teams to resolve tax discrepancies
- Maintain expertise in emerging tax legislation and IRS regulations
Qualifications
- Bachelor's degree in Accounting or Finance (CPA/Master's preferred)
- 3+ years of public tax experience with Big 4 or regional firm
- Proficiency in tax software (UltraTax, ProSystem fx, Lacerte)
- Strong knowledge of California and federal tax codes
- Excellent analytical and communication skills
- Active CPA license or commitment to obtain within 6 months