Job Description
Join our award-winning tax team at Santa Ana Tax Solutions, where we provide top-tier tax services to diverse clients. As a Tax Associate, you'll leverage our state-of-the-art equipmentâincluding dual monitors, specialized tax software, and secure cloud platformsâto deliver exceptional financial solutions. We offer comprehensive training, mentorship from CPAs, and a collaborative environment that values growth. If you're passionate about taxation and seeking a role that invests in your success, apply today.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Analyze financial data to identify deductions and optimize tax outcomes
- Utilize provided tax software (e.g., Lacerte, ProSeries) for accurate computations
- Conduct tax research and maintain compliance with evolving regulations
- Collaborate with senior associates to resolve complex tax issues
- Communicate tax strategies clearly to clients through provided presentation tools
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (internship acceptable)
- Proficiency with Microsoft Excel and tax software (training provided)
- Strong analytical skills and attention to detail
- Enrolled Agent (EA) or CPA candidate preferred
- Ability to thrive with provided equipment (laptop, dual monitors)