Job Description
Join Sacramento's premier tax advisory firm and accelerate your career! We're seeking a detail-oriented Tax Associate to deliver exceptional client service during tax season and beyond. Enjoy a $5,000 sign-on bonus for qualified candidates who start before December 31st. Our collaborative environment offers mentorship from CPAs and exposure to diverse industries including tech startups and non-profits.
Perfect for recent grads with 1-2 years' experience, this hybrid role combines client meetings with flexible remote work. We provide CPE reimbursement and advancement opportunities to Senior Tax within 18 months.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns using Lacerte/CCH software
- Conduct tax research and planning for high-net-worth clients
- Manage client relationships through quarterly check-ins and year-round support
- Coordinate with IRS/state authorities on notices and audits
- Maintain compliance with current tax laws and regulations
- Mentor junior staff on technical processes
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-2 years' tax preparation experience (internship acceptable)
- Active CPA license candidate (passed 2+ sections) or enrolled agent
- Proficiency in tax software (Lacerte/CCH preferred)
- Strong analytical and problem-solving skills
- Excellent communication with both technical and non-technical clients
- Ability to manage multiple deadlines during peak season