Job Description
Join our dynamic team at Stockton Tax Professionals and accelerate your career with a $5,000 sign-on bonus for qualified candidates! We're seeking a meticulous Tax Associate to deliver exceptional financial services to our diverse client base in California's Central Valley. This role offers unparalleled growth opportunities in a collaborative environment where your expertise directly impacts client success. Enjoy competitive benefits, flexible scheduling options, and continuous professional development through our CPE partnership program.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals, corporations, and partnerships
- Conduct tax research and provide strategic guidance on complex tax regulations
- Manage client relationships through proactive communication and needs assessment
- Utilize ProSystem fx and Lacerte software for efficient tax processing
- Collaborate with senior auditors on compliance reviews and IRS correspondence
- Maintain accurate documentation and adhere to strict confidentiality protocols
- Identify tax-saving opportunities through proactive planning initiatives
Qualifications
- Bachelor's degree in Accounting or Finance (CPA/Master's preferred)
- 2+ years of tax preparation experience with S-Corporations and Trusts
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- Deep understanding of California tax regulations and Franchise Tax Board requirements
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines in a fast-paced environment
- Active CPA license or eligibility to sit for exam within 6 months