Job Description
Join our dynamic tax team in Santa Ana as a Tax Associate where we provide all necessary equipment to excel! We're seeking a detail-oriented professional to deliver exceptional tax services while leveraging our cutting-edge digital tools and resources. Enjoy a supportive environment with state-of-the-art hardware, specialized software licenses, and ergonomic workstations – all provided to maximize your productivity and comfort. Grow your career with a firm that invests in your success.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and analyze complex tax regulations
- Utilize provided software (ProSystem fx, CCH, Lacerte) for efficient tax processing
- Advise clients on tax planning strategies and compliance requirements
- Collaborate with senior associates to resolve tax discrepancies
- Review tax documentation for accuracy and completeness
- Stay updated on tax law changes using provided research databases
Qualifications
- Bachelor's degree in Accounting or Finance required
- CPA license or active pursuit strongly preferred
- 2+ years of tax preparation experience
- Proficiency with tax software (experience with provided tools a plus)
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to work independently and collaboratively in a team
- Detail-oriented with high level of accuracy