Job Description
Join our award-winning tax team in Santa Ana, CA as a Tax Associate and accelerate your career in finance! We're seeking a detail-oriented professional to deliver exceptional tax services to diverse clients. Enjoy competitive compensation, comprehensive benefits, and growth opportunities in a collaborative environment. Apply today to become part of our innovative tax practice!
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and compliance analysis using authoritative sources
- Develop tax planning strategies to optimize client outcomes
- Manage client relationships through clear communication and proactive support
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Collaborate with senior staff on complex tax engagements
- Maintain accurate documentation and adhere to IRS guidelines
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- 1-3 years of tax preparation experience (CPA candidates preferred)
- Strong knowledge of federal/state tax regulations and compliance standards
- Proficiency in tax software and Microsoft Office Suite
- Excellent analytical skills and attention to detail
- Effective communication and interpersonal abilities
- Ability to manage multiple deadlines in a fast-paced environment
- Active CPA license or progress toward certification