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Finance 🏢 Full Time ⭐️ Verified

Tax Associate - Sign-On Bonus Available

San Diego Financial Partners
San Diego
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
26 September 2026
Deadline
26 Sep 2027

Job Description

Join our award-winning tax team in sunny San Diego! We're seeking a detail-oriented Tax Associate to deliver exceptional client services while growing your career in a collaborative environment. This role offers a $10,000 sign-on bonus for qualified candidates who start by December 31st.

Enjoy competitive benefits, professional development stipends, and a hybrid work schedule in our downtown office. Our culture values innovation, work-life balance, and community engagement – perfect for professionals who thrive in dynamic settings.

Responsibilities

  • Prepare and review individual and business tax returns (1040, 1120, etc.)
  • Advise clients on tax planning strategies and compliance requirements
  • Manage client relationships through proactive communication and problem-solving
  • Utilize tax software (Lacerte, ProSystem fx) for efficient processing
  • Stay updated on federal/state tax law changes and implement best practices
  • Collaborate with audit and consulting teams for integrated solutions

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • CPA license or active pursuit (preferred)
  • 2+ years tax preparation experience
  • Proficiency in tax software and Microsoft Office Suite
  • Strong analytical skills with attention to detail
  • Excellent written and verbal communication skills
  • Ability to manage multiple deadlines in a fast-paced environment

Required Skills

Tax Preparation CPA IRS Compliance Tax Planning Lacerte ProSystem fx Financial Analysis Client Advisory

Ready to Take This Challenge?

Make sure your resume is ready. Submit your application now before the deadline.

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