Job Description
Are you looking to launch a successful career in the financial sector without the need for prior experience? BrightFuture Accounting Services is excited to announce an opening for a motivated Tax Associate in Anaheim, CA. We believe in nurturing talent and providing the tools necessary for our team members to thrive in the competitive tax industry.
As a Tax Associate, you will be at the forefront of helping our clients navigate their financial responsibilities. We pride ourselves on our collaborative culture, offering hands-on training and mentorship from industry veterans. If you are detail-oriented, eager to learn, and ready to advance your career, we want to meet you.
Responsibilities
- Assist in the preparation and review of individual and small business tax returns under the guidance of senior associates.
- Perform accurate data entry and document verification for client files to ensure compliance with tax laws.
- Communicate with clients regarding tax inquiries, document requests, and filing statuses in a professional manner.
- Organize and maintain physical and digital client records in an orderly and secure fashion.
- Participate in ongoing training sessions to stay updated on changing tax regulations and software updates.
- Support the tax preparation team during peak tax season (January - April) with high-volume filing tasks.
- Identify potential errors in calculations and return data to ensure 100% accuracy.
Qualifications
- High School Diploma or GED is required; an Associate's or Bachelor's degree in Accounting or Finance is a plus but not mandatory.
- Basic understanding of mathematics and financial concepts is preferred.
- Proficiency in Microsoft Office Suite, specifically Excel, is highly desirable.
- Strong attention to detail and the ability to spot discrepancies in data.
- Excellent communication skills, both written and verbal.
- Ability to work efficiently in a fast-paced environment and meet strict deadlines.
- Willingness to obtain necessary tax certification or licenses through our sponsored training programs.