Job Description
Join our dynamic team at Pacific Tax Partners, a leading tax advisory firm in San Diego. We're seeking a detail-oriented Tax Associate to support our growing client portfolio in a collaborative, growth-oriented environment. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional development in one of California's most vibrant cities.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with current regulations
- Assist clients with tax planning strategies and optimization opportunities
- Collaborate with senior tax professionals on complex tax cases
- Review financial documents to identify potential deductions and credits
- Maintain accurate client records and tax documentation
- Participate in client meetings and provide tax guidance
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- 1-3 years of tax preparation experience (CPA candidates strongly preferred)
- Proficiency in tax software (e.g., Lacerte, ProSystem fx)
- Strong knowledge of federal and California tax regulations
- Excellent analytical and problem-solving abilities
- Exceptional attention to detail and organizational skills
- Effective communication and client interaction skills
- Ability to work independently and in team settings