Job Description
Join our dynamic team at Anaheim Tax Professionals Inc. as a Tax Associate and enjoy the perfect work-life balance with our flexible hours policy! We're seeking a detail-oriented professional to support our diverse client base in Anaheim and surrounding areas. This role offers remote work options and customizable scheduling to fit your lifestyle while delivering exceptional tax services.
Our firm specializes in individual and corporate tax preparation, IRS compliance, and financial consulting. As a key team member, you'll work directly with CPAs and tax advisors to ensure accurate filings and optimize client outcomes. We provide comprehensive training and career growth opportunities for motivated professionals.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct thorough tax research to resolve complex compliance issues
- Review financial documents to identify deductions and credits
- Communicate with clients via phone/email to gather necessary documentation
- Collaborate with senior tax professionals on audit support and planning
- Maintain accurate client records using tax software (e.g., ProSystem, Lacerte)
- Stay updated on current tax laws and regulatory changes
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
- 1-3 years of tax preparation experience (CPA candidates encouraged)
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple tasks with flexible scheduling
- Valid PTIN (Preparer Tax Identification Number)
- Professional demeanor with client-focused mindset