Job Description
Join our award-winning tax team in Anaheim as a Tax Associate and accelerate your career in finance. We're seeking detail-oriented professionals to manage complex individual and corporate tax portfolios while delivering exceptional client experiences. Enjoy competitive compensation, comprehensive benefits, and continuous growth opportunities in a collaborative, tech-forward environment.
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 and deductions
- Manage client relationships through proactive communication and tax planning
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
- Collaborate with senior associates on complex tax strategies
- Maintain accurate documentation and adhere to firm protocols
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (CPA preferred)
- Strong knowledge of federal and state tax codes
- Proficiency in tax software and Microsoft Excel
- Excellent analytical and problem-solving abilities
- Clear communication skills for client interactions
- Attention to detail with high accuracy standards
- Active CPA license or eligibility to sit for exam