Job Description
Join our dynamic tax team in Fresno as a Tax Associate where we provide all necessary equipment to ensure your success! We're seeking a detail-oriented professional to manage client tax filings, ensure compliance, and deliver exceptional financial advisory services. Our modern office is equipped with cutting-edge software, dual monitors, ergonomic workstations, and all required tools – no personal devices needed. Enjoy competitive benefits, professional development opportunities, and a collaborative environment designed for growth.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure adherence to current tax regulations
- Manage client relationships through regular communication and tax planning consultations
- Utilize provided tax software (e.g., Lacerte, ProSystem fx) for accurate calculations
- Collaborate with senior associates to resolve complex tax issues
- Perform audits and review tax documentation for completeness
- Stay updated on tax law changes through provided training resources
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (CPA or EA candidates preferred)
- Proficiency with tax software (equipment provided, no personal devices required)
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Ability to work independently while collaborating with cross-functional teams
- Active CPA license or willingness to pursue within 6 months
- Valid California driver's license for occasional client meetings