Job Description
We are looking for a dedicated Tax Associate to join our growing team in Anaheim. This is an excellent opportunity for recent graduates or career changers looking to enter the finance industry. We offer on-the-job training and mentorship for candidates with no prior tax experience.
As a Tax Associate, you will be responsible for supporting our senior tax preparers and directly assisting clients with their annual tax filing needs. If you have a strong work ethic and a desire to learn, we want to hear from you.
Responsibilities
- Prepare and file federal and state income tax returns for individuals and small businesses.
- Review tax documents for accuracy and completeness before submission.
- Communicate with clients via phone and email to gather necessary financial data.
- Operate tax preparation software (e.g., TaxSlayer, Drake) to input data.
- Organize client files and maintain accurate records in the company database.
- Assist in researching tax laws and regulations to ensure compliance.
- Meet weekly targets for return preparation and client satisfaction.
Qualifications
- High School Diploma or GED required.
- No prior tax or accounting experience is necessary.
- Must be detail-oriented with strong analytical skills.
- Basic computer literacy, including proficiency in Microsoft Excel.
- Excellent interpersonal skills for client interaction.
- Must be authorized to work in the United States.
- Valid driver's license is preferred.