Job Description
Join Capital Tax Partners, a premier tax advisory firm serving Northern California's dynamic business community. We're seeking a meticulous Tax Associate to support our growing client base of high-net-worth individuals and mid-market corporations. This hybrid role offers exceptional growth opportunities in a collaborative, deadline-driven environment where your expertise directly impacts client success.
Responsibilities
- Prepare and review federal, state, and local tax returns for corporate and individual clients
- Conduct tax research and compliance analysis using authoritative sources (e.g., IRS, FTB)
- Develop tax planning strategies to optimize client outcomes
- Manage client relationships through proactive communication and advisory support
- Collaborate with senior tax professionals on complex engagements
- Utilize tax software (e.g., UltraTax, ProSystem fx) for efficient processing
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting or corporate tax
- Strong understanding of federal/state tax regulations (CA experience essential)
- Proficiency in tax software and Microsoft Office Suite
- Excellent analytical and problem-solving abilities
- Active CPA license or progress toward certification