Job Description
Join FinWise Tax Group in Chula Vista, CA as a Tax Associate and accelerate your career with a $5,000 sign-on bonus! We're seeking a detail-oriented professional to deliver exceptional tax services to our diverse clientele. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment where your expertise drives results.
As a key member of our finance team, you'll leverage cutting-edge tax software and industry best practices to ensure compliance and maximize client savings. This role offers clear growth pathways into senior tax positions with performance-based incentives.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns with precision
- Conduct tax research and provide strategic tax planning recommendations
- Manage client relationships through proactive communication and advisory support
- Ensure compliance with IRS regulations and state tax codes
- Collaborate with audit teams to resolve tax discrepancies efficiently
- Maintain accurate client documentation in secure digital systems
- Participate in continuous tax law training and process improvements
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit (preferred)
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software (e.g., Lacerte, ProSystem fx)
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment
- Active California PTIN (Preparer Tax Identification Number)