Job Description
Join our elite tax team in Stockton with our comprehensive paid training program! We're seeking motivated individuals to become Tax Associates, offering hands-on mentorship and industry certifications. Perfect for career changers and recent graduates, this role combines classroom training with real-world experience in individual and business taxation. Enjoy competitive benefits, career advancement opportunities, and a supportive environment where your growth is our priority.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax planning consultations to optimize client outcomes
- Stay updated on tax law changes through continuous training modules
- Utilize tax software (ProSeries, Lacerte) for efficient processing
- Collaborate with senior tax professionals on complex cases
- Maintain accurate client records and documentation
- Participate in quarterly tax strategy meetings
Qualifications
- Associate's degree in Accounting/Finance or equivalent experience
- Strong mathematical aptitude and attention to detail
- Excellent communication and interpersonal skills
- Ability to learn technical tax software efficiently
- Passion for continuous professional development
- Valid California driver's license (client visits required)
- Willingness to obtain Enrolled Agent certification within 18 months