Job Description
Join our dynamic finance team at Sterling & Co. Financial Group as a Tax Associate in Riverside, CA. We're seeking a detail-oriented professional to deliver exceptional tax services to our diverse client portfolio. This role offers growth opportunities in a supportive environment where your expertise directly impacts client success. You'll collaborate with industry leaders while honing your skills in tax compliance and advisory services.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with evolving regulations
- Develop tax planning strategies to optimize client financial outcomes
- Manage client relationships and communicate complex tax concepts clearly
- Collaborate with senior associates on audit support and tax advisory projects
- Maintain accurate documentation in compliance with IRS standards
- Utilize tax software (Lacerte, ProSystem fx) for efficient processing
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (internship acceptable)
- CPA license or actively pursuing certification
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Knowledge of California tax regulations preferred