Job Description
Join our dynamic team at Santa Ana Tax Group as a Tax Associate! We provide all necessary equipment (laptops, monitors, tax software licenses) to ensure your success. Enjoy competitive compensation, comprehensive benefits, and a supportive environment where your expertise in tax compliance and client service thrives. Grow your career in the heart of Orange County's finance hub.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns
- Conduct tax research and resolve complex tax issues
- Manage client relationships and provide tax planning advice
- Utilize provided tax software (e.g., Lacerte, ProSystem fx) for compliance
- Collaborate with senior tax professionals on audit support
- Maintain accurate documentation and adhere to IRS guidelines
- Train on new equipment and software upon onboarding
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience
- CPA license or active pursuit (preferred)
- Proficiency with tax software and provided equipment
- Strong analytical and problem-solving skills
- Excellent written and verbal communication
- Ability to manage multiple deadlines in a fast-paced environment
- Knowledge of California tax regulations