Job Description
Are you a detail-oriented finance professional seeking a challenging and rewarding career? Horizon Financial Partners is looking for a talented Tax Associate to join our thriving team in Anaheim, CA. We pride ourselves on delivering exceptional financial services and are committed to fostering a culture of growth and excellence.
As a Tax Associate, you will be the backbone of our tax department, ensuring accuracy, compliance, and client satisfaction. You will work closely with senior tax consultants to prepare complex returns and provide strategic tax planning advice.
Why Join Us?
• Competitive salary and comprehensive benefits package.
• Collaborative and supportive work environment.
• Ongoing professional development and training.
Responsibilities
- Prepare and review individual and corporate income tax returns (Form 1040, 1120, 1065) ensuring full compliance with federal and state regulations.
- Conduct thorough analysis of financial data, including bank statements and ledgers, to identify tax liabilities and opportunities.
- Communicate with clients to explain tax positions, answer inquiries, and gather necessary documentation.
- Stay current with changes in tax laws and regulations to ensure the firm remains compliant.
- Assist in the preparation of tax projections, estate tax returns, and gift tax returns.
- Collaborate with the audit team to resolve discrepancies and ensure smooth filing processes.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field (CPA certification is a plus).
- Minimum of 2-3 years of experience in public accounting or corporate tax preparation.
- Strong working knowledge of US Federal and State tax codes.
- Proficiency in tax preparation software such as ProSeries, Drake, or Lacerte.
- Excellent analytical skills with a high degree of accuracy and attention to detail.
- Strong interpersonal and communication skills, capable of interacting with clients and team members.