Job Description
Launch your career in finance with our comprehensive Tax Associate program! No prior experience required – we provide paid training to transform motivated candidates into tax professionals. Join our dynamic team at Anaheim Financial Services and gain hands-on experience with individual and business tax preparation while working directly with CPA mentors. This entry-level position offers clear pathways to advancement, competitive benefits, and the opportunity to build expertise in tax compliance, deductions, and IRS regulations. Perfect for recent graduates or career changers seeking stability and growth in Orange County's thriving finance sector.
Responsibilities
- Prepare and review individual and small business tax returns under CPA supervision
- Organize and analyze financial documents for accuracy and compliance
- Utilize tax software to process filings and maintain client records
- Communicate with clients to gather necessary documentation and address inquiries
- Stay updated on tax law changes through ongoing training programs
- Assist in resolving IRS notices and tax-related correspondence
- Support senior associates with tax research and documentation preparation
Qualifications
- High school diploma or equivalent (college degree preferred)
- Basic proficiency in Microsoft Office Suite and willingness to learn tax software
- Strong attention to detail and numerical accuracy
- Excellent communication and customer service skills
- Ability to maintain confidentiality with sensitive financial data
- Proactive problem-solving approach and eagerness to learn
- Valid California driver's license and reliable transportation
- Passion for finance and commitment to professional growth