Job Description
San Diego Financial Partners is seeking a driven Tax Associate to join our elite team. We pride ourselves on a remote-friendly culture, allowing you to deliver exceptional results from anywhere while maintaining a strong connection to our San Diego office.
In this key role, you will be responsible for the preparation and review of a diverse portfolio of tax returns, ensuring strict adherence to federal and state compliance standards. You will collaborate with senior tax specialists to optimize client outcomes and provide top-tier financial guidance.
Responsibilities
- Prepare and review individual (Form 1040) and business (Forms 1120/1065) tax returns with high accuracy.
- Conduct in-depth research on complex tax issues and interpret new regulations for clients.
- Communicate directly with clients to gather documentation and explain tax liabilities clearly.
- Utilize tax preparation software (e.g., Drake, Lacerte, ProSeries) to manage filing deadlines.
- Assist in tax planning strategies and year-end projections for high-net-worth individuals.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- Certified Public Accountant (CPA) license preferred; CPA candidate status is considered.
- Minimum of 2 years of experience in public accounting or tax preparation.
- Proficient in Microsoft Office Suite, with advanced Excel skills.
- Strong analytical thinking and exceptional attention to detail.
- Demonstrated ability to work independently in a remote-friendly environment.