Job Description
Are you a detail-oriented Tax Associate looking for a dynamic opportunity in the heart of the Bay Area? Pinnacle Financial Partners is seeking a skilled professional to join our growing team. We offer a competitive compensation package and a hybrid work environment that values work-life balance while maintaining high standards of compliance and accuracy.
In this role, you will have the opportunity to work with a diverse portfolio of clients, ranging from high-net-worth individuals to growing corporations. We pride ourselves on our collaborative culture and commitment to professional development.
Responsibilities
- Prepare and review complex individual and corporate federal, state, and local tax returns with a focus on California regulations.
- Conduct proactive tax planning and strategy sessions to optimize clients' financial positions.
- Communicate effectively with clients and internal teams regarding tax findings, deadlines, and compliance issues.
- Stay abreast of changes in tax laws and regulations to ensure our practices remain compliant and efficient.
- Assist in the preparation of financial statements and supporting schedules for audit purposes.
- Utilize tax preparation software (e.g., Drake, CCH Axcess) to manage workflow and ensure timely filing.
- Maintain accurate client records and files in compliance with company policies.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree preferred).
- 3+ years of experience in tax preparation, corporate and individual taxation (CPA or EA certification highly desired).
- Strong working knowledge of US GAAP and federal tax codes.
- Proficiency in tax software and advanced Excel skills (PivotTables, VLOOKUP).
- Excellent analytical, organizational, and problem-solving skills.
- Demonstrated ability to work independently in a remote or hybrid setting.
- Strong verbal and written communication skills.