Job Description
Launch your finance career with comprehensive paid training as a Tax Associate at Premier Tax Solutions Inc.! We're seeking motivated professionals to join our Irvine team and master the intricacies of tax preparation, IRS compliance, and financial advisory services. This role offers structured mentorship from CPA-certified experts and a clear path to becoming a Tax Specialist within 12 months. Enjoy competitive benefits, quarterly performance bonuses, and ongoing professional development opportunities in a collaborative, tech-forward environment.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns using ProSystem fx and Lacerte software
- Conduct client consultations to identify tax-saving opportunities and compliance requirements
- Research federal/state tax codes and IRS regulations to ensure accuracy
- Collaborate with audit teams to resolve discrepancies and support tax audits
- Maintain digital client files in Salesforce and ensure data security protocols
- Participate in quarterly tax planning sessions with senior advisors
- Train on emerging tax technologies including AI-driven compliance tools
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
- Basic knowledge of tax terminology and IRS guidelines (training provided)
- Proficiency in Microsoft Excel and ability to learn tax software quickly
- Strong analytical skills with attention to detail in numerical data
- Excellent written and verbal communication abilities
- Proactive problem-solving approach with client-focused mindset
- Ability to manage multiple deadlines in a fast-paced environment
- Professional demeanor with commitment to ethical standards