Job Description
Join our award-winning tax team at Riverside Financial Partners and accelerate your career in one of California's fastest-growing financial hubs. We're seeking a meticulous Tax Associate to support high-net-worth individuals and local businesses with comprehensive tax planning and compliance solutions. This role offers direct mentorship from CPAs and exposure to complex multi-state tax scenarios.
Why Join Us?
• Competitive compensation with performance bonuses
• Hybrid work schedule (3 days in-office)
• Paid CPA exam preparation and continuing education
• Collaborative culture with quarterly team-building events
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and analyze complex tax regulations using authoritative sources
- Develop tax planning strategies to optimize client outcomes and minimize liabilities
- Manage IRS correspondence and represent clients during audits
- Maintain accurate client tax documentation using ProSystem fx and Lacerte software
- Collaborate with audit and advisory teams on integrated financial solutions
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA candidates preferred)
- 2+ years of tax preparation experience in public accounting or similar environment
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- Deep understanding of federal and California tax codes
- Excellent analytical and problem-solving abilities
- Strong attention to detail with zero-error tolerance for financial documents
- Active California CPA license or eligibility to sit for exam