Job Description
Join our award-winning tax team at Bay Area Tax Group and accelerate your career in one of California's most vibrant tech hubs. We're urgently seeking a detail-oriented Tax Associate to support high-net-worth individuals and tech startups with complex tax compliance strategies. Enjoy competitive benefits, hybrid work flexibility, and mentorship from industry experts.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with evolving IRS regulations
- Manage client relationships through proactive tax planning consultations
- Collaborate with audit teams to resolve tax discrepancies efficiently
- Maintain accurate tax documentation using ProSystem fx and Lacerte software
- Identify tax-saving opportunities for diverse client portfolios
- Train junior staff on tax preparation best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- CPA license or active pursuit (preferred)
- 3+ years of tax preparation experience
- Expertise in S-Corp, Partnership, and multi-state tax filings
- Proficiency in tax software (ProSystem fx, CCH Axcess)
- Strong analytical and client communication skills
- Ability to manage multiple deadlines in a fast-paced environment