Job Description
Join our dynamic team at Central Valley Tax Solutions as a Tax Associate and become a cornerstone of our clients' financial success. We're seeking a detail-oriented professional to deliver exceptional tax services while embracing our remote-first culture. Enjoy flexible work arrangements, competitive benefits, and opportunities for career growth in California's heartland. Why join us? We combine cutting-edge tax technology with personalized client relationships, creating an environment where your expertise thrives. Your work directly impacts small businesses and families across the Central Valley.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns ensuring compliance with federal and state regulations
- Conduct thorough tax research and provide strategic planning advice to minimize tax liabilities
- Manage client relationships through regular virtual consultations and proactive communication
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient return processing and document management
- Collaborate with senior staff on complex tax cases and IRS correspondence resolution
- Maintain accurate client records and ensure adherence to data security protocols
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- CPA license or active pursuit (passed all exams) preferred
- 2+ years of tax preparation experience with individual and business returns
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication skills for remote client interactions
- Ability to work independently while collaborating effectively in a virtual team environment