Job Description
Join our award-winning tax team in Stockton, CA and accelerate your career with a competitive sign-on bonus! We're seeking a detail-oriented Tax Associate to deliver exceptional financial services to our diverse client base. Enjoy a collaborative environment, cutting-edge tax software, and comprehensive benefits while making a tangible impact in the finance sector.
As a key member of our tax division, you'll leverage your expertise to navigate complex tax regulations and drive client success. We offer structured career progression, ongoing professional development, and a supportive culture that values innovation and integrity.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct thorough tax research to ensure compliance with current regulations
- Analyze financial statements to identify optimization opportunities
- Manage client relationships and provide proactive tax planning advice
- Utilize tax software (e.g., ProSystem fx, CCH) for efficient processing
- Collaborate with senior team members on complex tax strategies
- Stay updated on tax law changes and communicate implications to clients
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience (CPA/EA preferred)
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail
- Excellent communication and client management abilities
- Active CPA license or willingness to pursue immediately
- Ability to work independently and in team environments
- Knowledge of California tax regulations a plus