Job Description
Join our dynamic finance team as a Tax Associate and become a cornerstone of our clients' financial success. We're seeking a meticulous professional to navigate complex tax landscapes while delivering exceptional client service. This role offers growth opportunities in a collaborative environment where your expertise directly impacts business outcomes. Enjoy competitive benefits, continuing education stipends, and a culture that values innovation and work-life balance.
Responsibilities
- Prepare and analyze individual, corporate, and partnership tax returns ensuring compliance with IRS regulations
- Conduct tax research and planning strategies to optimize client outcomes
- Manage client relationships through proactive communication and tax advisory support
- Collaborate with audit teams to resolve tax discrepancies and ensure financial accuracy
- Stay current on tax legislation changes and implement best practices
- Maintain organized digital and physical client tax documentation
- Assist in IRS correspondence audits and tax controversy resolution
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA or Enrolled Agent certification preferred
- 3+ years of tax preparation experience with Big 4 or reputable CPA firm
- Proficiency in tax software (e.g., Lacerte, ProSeries, CCH Axcess)
- Deep understanding of federal and California state tax codes
- Exceptional analytical skills and attention to detail
- Strong written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment