Job Description
Join our award-winning tax team at Bakersfield Financial Group, where precision meets opportunity. We're seeking a dedicated Tax Associate to deliver exceptional tax services to our diverse client portfolio. This hybrid role combines deep technical expertise with client relationship excellence in Bakersfield's thriving financial district. Enjoy competitive benefits, professional development stipends, and a collaborative culture that values your growth.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns with meticulous attention to detail
- Advise clients on tax planning strategies and compliance requirements
- Manage IRS and state tax authority communications and audit support
- Utilize ProSystem fx and Lacerte software for efficient tax processing
- Maintain accurate client documentation and electronic filing systems
- Collaborate with senior tax professionals on complex tax scenarios
- Conduct tax research to address client-specific challenges
Qualifications
- Bachelor's degree in Accounting or Finance with CPA license or active pursuit
- 3+ years of tax preparation experience in public accounting
- Proficiency in tax software (ProSystem fx, Lacerte, UltraTax)
- Strong knowledge of federal/state tax regulations and IRS procedures
- Excellent analytical skills with ability to interpret complex tax codes
- Exceptional client communication and relationship management abilities
- Detail-oriented with proven accuracy in financial documentation