Job Description
Join Stockton Financial Group as a Tax Associate and accelerate your career in finance! We're seeking a detail-oriented professional to support our growing client base in California's Central Valley. With a competitive base salary and a $5,000 sign-on bonus, this role offers exceptional growth opportunities in a collaborative environment. Our team specializes in individual and corporate tax preparation, compliance, and strategic tax planning. Enjoy modern benefits including flexible schedules, professional development stipends, and a supportive mentorship program. Apply today to become part of Stockton's premier financial services team!
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with current tax laws and regulations
- Analyze financial records to identify tax-saving opportunities and deductions
- Collaborate with senior tax professionals on complex tax planning strategies
- Manage client relationships and provide responsive tax consultation services
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient document processing
- Stay updated on tax legislation changes and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with CPA firm or financial institution
- Proficiency in tax software and MS Office Suite (Excel required)
- Strong knowledge of federal and California tax regulations
- Excellent analytical skills and attention to detail
- Valid CPA license or active pursuit of CPA certification
- Ability to manage multiple deadlines and prioritize complex tasks
- Strong communication skills for client interactions and team collaboration