Job Description
Join our dynamic tax team and kickstart your career tomorrow! Financial Solutions Inc. is seeking a detail-oriented Tax Associate to deliver exceptional client service in San Francisco's vibrant financial district. As a key member of our growing practice, you'll gain hands-on experience with complex tax compliance, planning, and advisory services while working alongside industry experts. We offer accelerated career progression, competitive benefits, and a collaborative culture that values innovation and professional growth.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Analyze financial data to identify tax-saving opportunities and ensure compliance
- Conduct tax research and resolve client inquiries with precision
- Collaborate with senior advisors on tax planning strategies for diverse client portfolios
- Maintain accurate documentation and adhere to strict regulatory standards
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Support audits and tax authorities communications as needed
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience or internship
- CPA designation or actively pursuing CPA certification
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills and attention to detail
- Excellent communication and client relationship abilities
- Ability to manage multiple deadlines in a fast-paced environment
- Knowledge of current tax laws and IRS regulations