Job Description
Join our dynamic finance team at Anaheim Financial Group, where precision meets innovation! We're seeking a meticulous Tax Associate to navigate complex tax landscapes while delivering exceptional client service. In this pivotal role, you'll leverage cutting-edge tax software and collaborate with industry experts to optimize financial outcomes for diverse portfolios. Enjoy a supportive culture that champions continuous learning and career advancement in Southern California's thriving business hub.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with current IRS regulations
- Analyze financial data to identify tax-saving opportunities
- Manage client relationships through proactive communication and problem-solving
- Collaborate with audit teams to resolve tax discrepancies
- Maintain accurate tax documentation and client records
- Stay updated on tax law changes and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience in public accounting
- CPA license or active pursuit preferred
- 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
- Knowledge of California tax regulations a plus