Job Description
Are you a detail-oriented professional passionate about helping individuals and businesses navigate the complexities of the tax code? State Street CPA Group is seeking a driven Tax Associate to join our dynamic team in Sacramento, CA. We pride ourselves on providing exceptional financial services and are looking for a motivated individual to contribute to our continued success in the region. If you are ready to advance your career in a supportive and professional environment, we want to hear from you.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and small to mid-sized businesses.
- Conduct thorough tax research to ensure compliance with current tax laws and regulations.
- Communicate effectively with clients to explain tax findings, provide advice, and manage expectations.
- Assist in the development of tax planning strategies to minimize liability and maximize savings.
- Maintain accurate and up-to-date client records and tax files.
- Meet strict filing deadlines and manage the tax calendar effectively.
- Collaborate with the senior team to improve workflow and service delivery.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field is required.
- 1-3 years of experience in tax preparation, corporate or individual taxation is preferred.
- CPA certification is a significant plus but not mandatory for entry-level candidates.
- Proficiency in tax preparation software (e.g., ProSeries, Lacerte, Drake) and MS Office Suite.
- Strong analytical skills with a keen eye for detail and accuracy.
- Excellent verbal and written communication skills.
- Ability to work independently and manage multiple priorities in a fast-paced environment.