Job Description
Join our dynamic tax team at Premier Tax Solutions, where we deliver exceptional financial services to clients across San Diego County. As a Tax Associate, you'll play a pivotal role in helping individuals and businesses navigate complex tax regulations while ensuring compliance and maximizing savings. Our collaborative environment offers unparalleled growth opportunities for ambitious tax professionals.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct thorough tax research and analyze financial data for optimization opportunities
- Manage client communications and provide proactive tax planning advice
- Collaborate with senior advisors on complex tax strategies and compliance matters
- Maintain accurate records and ensure adherence to IRS regulations and deadlines
- Utilize tax software and digital tools to streamline processes and enhance accuracy
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with individual and business returns
- Strong knowledge of federal, state, and local tax codes and regulations
- Proficiency in tax software (e.g., Lacerte, ProSeries) and Microsoft Office Suite
- Excellent analytical skills and attention to detail with financial data
- Effective communication skills and ability to explain complex concepts clearly
- Active CPA license or progress toward certification required