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Finance 🏢 Full Time ⭐️ Verified

Tax Associate - Remote Friendly

Financial Solutions Inc.
Stockton
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
18 September 2026
Deadline
18 Sep 2027

Job Description

Join our dynamic finance team as a Tax Associate in Stockton, CA with full remote flexibility! We're seeking a detail-oriented professional to manage complex tax compliance for diverse clients. Enjoy competitive compensation, comprehensive benefits, and career growth opportunities while working from anywhere in California. Ideal for CPAs or tax professionals seeking work-life balance without compromising on impact.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individual and corporate clients
  • Conduct tax research and ensure compliance with current tax laws and regulations
  • Manage client relationships through proactive communication and tax planning consultations
  • Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient return processing
  • Collaborate with audit team to resolve discrepancies and optimize tax positions
  • Stay updated on tax legislation changes affecting client portfolios

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field required
  • CPA license or active pursuit (preferred)
  • 2+ years of tax preparation experience
  • Proficiency in tax software and Microsoft Office Suite
  • Strong analytical skills with attention to detail
  • Excellent written and verbal communication abilities
  • Ability to work independently with minimal supervision

Required Skills

Tax Preparation IRS Compliance Financial Analysis Tax Software CPA Client Communication Research Skills

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