Job Description
Join our award-winning tax team in Santa Ana as a Tax Associate! We're seeking a detail-oriented professional to deliver exceptional tax services to high-net-worth individuals and corporate clients. This hybrid role combines in-office collaboration with flexible remote work options. Enjoy competitive compensation, comprehensive benefits, and clear career advancement pathways in a dynamic, growth-oriented environment.
Responsibilities
- Prepare and review complex individual, corporate, and partnership tax returns
- Develop tax planning strategies to optimize client outcomes
- Ensure compliance with federal, state, and local tax regulations
- Manage client relationships through proactive communication and advisory services
- Conduct tax research and provide solutions for complex financial scenarios
- Mentor junior staff and contribute to process improvement initiatives
Qualifications
- Bachelor's degree in Accounting/Finance with 2+ years tax experience
- Active CPA license or CPA candidacy with exam progress
- Proficiency in tax software (ProSystem, Lacerte, UltraTax)
- Deep knowledge of IRS regulations and California tax codes
- Exceptional analytical and problem-solving abilities
- Strong written and verbal communication skills