Job Description
Join our dynamic finance team as a Remote-Friendly Tax Associate in San Jose, CA. We're seeking a detail-oriented professional to deliver exceptional tax services while enjoying flexible work arrangements. This hybrid role combines in-office collaboration with remote flexibility, allowing you to thrive in our collaborative culture while maintaining work-life balance. Our firm specializes in high-net-worth individual and corporate tax planning, offering cutting-edge tools and continuous professional development opportunities.
What We Offer:
- Hybrid work model with 2 office days/week
- Comprehensive health and retirement benefits
- Annual tax certification reimbursement
- Modern tech stack including CCH and ProSystem fx
- Clear career advancement path to Senior Tax Associate
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research using authoritative sources (e.g., IRS, tax codes)
- Develop tax planning strategies to optimize client outcomes
- Collaborate with audit teams to resolve tax-related discrepancies
- Maintain accurate client documentation in tax management software
- Stay current on tax legislation changes and communicate implications
- Review tax calculations for accuracy and compliance
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit (must be within 6 months of hire)
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software (CCH, Lacerte, ProSystem fx)
- Strong understanding of IRS regulations and state tax codes
- Exceptional attention to detail and analytical skills
- Ability to work independently in remote environment
- Excellent written and verbal communication skills