Job Description
Join our award-winning tax team at Pacific Financial Partners and accelerate your career in San Diego's thriving financial district. We're seeking a meticulous Tax Associate to deliver exceptional tax advisory services to high-net-worth individuals and growing businesses. Enjoy a collaborative culture with mentorship from CPAs, competitive benefits including 401(k) matching, and opportunities for specialization in areas like S-Corporation taxation and multi-state compliance. Our downtown office offers stunning bay views and flexible work arrangements to support your success.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns with 100% accuracy
- Conduct tax research and planning strategies to optimize client outcomes
- Manage IRS/state audit inquiries and resolve tax controversies
- Utilize ProSystem fx and CCH software for efficient tax processing
- Develop and maintain client relationships through quarterly tax consultations
- Train junior staff on tax compliance procedures and best practices
- Monitor legislative changes affecting client tax positions
- Collaborate with audit and advisory teams for integrated service delivery
Qualifications
- Bachelor's degree in Accounting/Finance (CPA/Master's preferred)
- 2+ years tax preparation experience in public accounting
- Expert knowledge of federal/state tax codes and IRS procedures
- Proficiency in tax software (ProSystem fx, Lacerte, or Thomson Reuters)
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment
- Active CPA license or enrolled agent status