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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Capital Tax & Advisory Group
Sacramento
Estimated Salary
USD 55.000 – USD 75.000
New
Live Update
30 September 2026
Deadline
30 Sep 2027

Job Description

Join our award-winning tax advisory firm in Sacramento and advance your career in one of California's most dynamic markets. As a Tax Associate, you'll provide comprehensive tax planning and compliance services to diverse clients ranging from startups to established enterprises. We offer a collaborative environment with mentorship from CPAs and tax attorneys, continuous learning opportunities, and a commitment to work-life balance. Our downtown Sacramento office features modern amenities and flexible work arrangements to support your professional growth.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individual and corporate clients
  • Conduct tax research and planning to optimize client outcomes
  • Analyze financial statements to identify tax-saving opportunities
  • Manage client relationships through regular communication and consultations
  • Collaborate with audit and advisory teams on integrated client solutions
  • Stay current on tax law changes and implement compliance updates
  • Maintain accurate documentation in compliance with IRS regulations

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field required
  • 1-3 years of tax preparation experience (internship accepted)
  • Active CPA license or progress toward CPA certification
  • Proficiency in tax software (e.g., ProSystem fx, CCH, Lacerte)
  • Strong analytical skills with attention to detail
  • Excellent written and verbal communication abilities
  • Ability to manage multiple deadlines in a fast-paced environment
  • Knowledge of California tax regulations preferred

Required Skills

tax preparation compliance planning financial analysis CPA tax software client relations research tax law

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