Job Description
Urgently Hiring: Tax Associate in Santa Ana, CA
Are you a detail-oriented professional ready to make an impact in the financial sector? Apex Tax Solutions is expanding our team and is seeking a dedicated Tax Associate to join our high-performing group in Santa Ana. We offer a competitive salary package, comprehensive benefits, and a collaborative work environment that fosters professional growth.
In this role, you will be at the forefront of financial compliance, helping individuals and businesses navigate complex tax landscapes. If you are looking for an urgent opportunity with a forward-thinking company, we want to hear from you.
Responsibilities
- Tax Preparation & Filing: Prepare and file federal, state, and local individual and business tax returns with accuracy and efficiency using industry-standard software.
- Client Consultation: Interact directly with clients to gather necessary financial documents, answer tax-related inquiries, and provide strategic tax planning advice.
- Compliance & Research: Stay updated on current tax laws and regulations to ensure full compliance and identify potential tax-saving opportunities for clients.
- Record Management: Maintain accurate and organized client files, including tax returns, schedules, and correspondence, ensuring confidentiality and data integrity.
- Review Process: Assist senior associates in the review process to ensure high-quality output and minimize errors before submission to tax authorities.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or a related field required. Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is a significant plus.
- Experience: 1-3 years of experience in tax preparation, corporate tax, or individual tax services.
- Technical Skills: Proficiency in tax preparation software (e.g., Lacerte, ProSeries, Drake) and general accounting software (e.g., QuickBooks, Xero).
- Analytical Ability: Strong analytical skills with a keen eye for detail and accuracy.
- Communication: Excellent verbal and written communication skills, with the ability to explain complex tax concepts to clients in simple terms.
- Software Proficiency: Advanced knowledge of Microsoft Office Suite, particularly Excel.