Job Description
Join our dynamic finance team in Santa Ana as a Tax Associate! We provide all necessary equipment to ensure your success, including dual monitors, ergonomic workstations, and premium tax software. Enjoy a modern office environment with collaborative spaces and comprehensive benefits. Perfect for detail-oriented professionals seeking growth in a supportive setting.
Responsibilities
- Prepare and review individual and corporate tax returns
- Ensure compliance with IRS regulations and state tax codes
- Assist clients with tax planning strategies and deductions
- Conduct tax research and resolve complex tax issues
- Collaborate with senior tax professionals on client deliverables
- Maintain accurate client documentation and filing systems
Qualifications
- Bachelor's degree in Accounting or Finance required
- 2+ years of tax preparation experience
- CPA certification or actively pursuing preferred
- Proficiency in tax software (e.g., Lacerte, ProSystem fx)
- Strong analytical and problem-solving skills
- Excellent written and verbal communication abilities