Job Description
Join our dynamic finance team as a Tax Associate with flexible scheduling options! We're seeking a detail-oriented professional to support individual and small business tax preparation while maintaining work-life balance. This hybrid role offers remote flexibility with in-office collaboration opportunities in our modern Anaheim headquarters.
Responsibilities
- Prepare and file federal, state, and local tax returns
- Conduct tax research and ensure compliance with current regulations
- Advise clients on tax-saving strategies and deductions
- Utilize tax software (e.g., Lacerte, ProSeries) for accurate processing
- Communicate with clients via phone/video during flexible hours
- Collaborate with senior accountants on complex tax cases
- Perform audit support and documentation maintenance
Qualifications
- Associate's degree in Accounting/Finance or equivalent experience
- 2+ years of tax preparation experience
- Enrolled Agent (EA) or CPA certification preferred
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to work independently during flexible hours
- Active PTIN and current continuing education credits