Job Description
Join our dynamic tax team at San Diego Financial Partners and accelerate your career in one of America's most vibrant financial hubs. We're seeking a detail-oriented Tax Associate to support high-net-worth individuals and growing businesses with comprehensive tax planning and compliance services. Enjoy a collaborative culture, mentorship from industry experts, and opportunities for specialization in areas like SALT, international tax, or M&A transactions. Our downtown San Diego office offers flexible work arrangements and competitive benefits.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and corporations
- Conduct tax research and provide strategic planning recommendations
- Assist with IRS audits and state tax authority inquiries
- Develop and maintain client relationships through proactive communication
- Collaborate with senior advisors on complex tax restructuring projects
- Stay current with tax law changes and regulatory updates
- Maintain accurate documentation and compliance with firm standards
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit (required)
- 1-3 years of public tax experience
- Proficiency in tax software (e.g., Lacerte, ProSystem fx)
- Strong analytical and problem-solving abilities
- Excellent communication and client service skills
- Ability to manage multiple deadlines in a fast-paced environment
- San Diego residency or willingness to relocate preferred