Job Description
Join our dynamic tax team as a Tax Associate in sunny Santa Ana, CA! Brightside Tax & Financial Services is seeking a detail-oriented professional to deliver exceptional tax services to our diverse clientele. This role offers unparalleled growth opportunities in a collaborative, fast-paced environment. You'll gain hands-on experience with complex tax returns while supporting both individual and corporate clients. Our competitive compensation package includes health benefits, retirement plans, and performance bonuses. Elevate your career with a firm that values innovation and professional development.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct thorough tax research to ensure compliance with evolving regulations
- Advise clients on tax-saving strategies and financial optimization
- Collaborate with senior associates to resolve complex tax issues
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
- Perform audits and reviews to identify potential risks
- Maintain accurate client documentation and case files
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (CPA or EA candidates preferred)
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Active CPA license or willingness to pursue within 12 months
- Ability to manage multiple deadlines in a fast-paced environment