Job Description
Are you looking for a rewarding career in finance? Horizon Tax Partners is currently seeking a dedicated Tax Associate to join our dynamic team in Stockton, CA. We specialize in providing comprehensive tax solutions for individuals and businesses, and we are looking for a detail-oriented professional to help us maintain our high standards of accuracy and client service.
As a Tax Associate, you will have the opportunity to work on complex tax returns, engage in strategic tax planning, and build lasting relationships with our diverse clientele. We offer a competitive benefits package, a supportive work environment, and clear pathways for professional advancement.
Responsibilities
- Prepare and review individual, corporate, and partnership federal, state, and local income tax returns.
- Conduct tax research to ensure compliance with the latest IRS regulations and state laws.
- Assist senior staff with tax planning strategies to optimize clients' financial positions.
- Communicate effectively with clients regarding tax status, changes in law, and billing inquiries.
- Utilize tax preparation software (e.g., Drake, Lacerte, or ProSystem fxTax) to manage filing workflows.
- Maintain accurate client files and ensure all documentation is organized and up-to-date.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field is required.
- CPA or Enrolled Agent (EA) certification is a strong plus but not mandatory.
- 1-3 years of experience in public accounting or tax preparation is preferred.
- Strong working knowledge of U.S. tax codes and regulations.
- Proficiency in Microsoft Excel and general accounting software.
- Excellent attention to detail and strong analytical skills.