Job Description
Join our dynamic tax team in Santa Ana, CA! We're urgently seeking a detail-oriented Tax Associate to deliver exceptional client services during peak season. This full-time role offers competitive compensation, career advancement, and a collaborative environment. Apply today to become part of our award-winning practice serving diverse businesses and individuals.
Responsibilities
- Prepare and file federal, state, and local tax returns for corporate and individual clients
- Conduct tax research and ensure compliance with evolving regulations
- Develop tax planning strategies to optimize client outcomes
- Manage client relationships and address complex tax inquiries
- Collaborate with senior staff on audit support and IRS correspondence
- Maintain accurate documentation in compliance with firm standards
- Utilize tax software (ProSystem fx, Lacerte) for efficient processing
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting
- Strong knowledge of federal/state tax codes and filing requirements
- Proficiency in tax software and Microsoft Office Suite
- Excellent analytical and problem-solving abilities
- Exceptional communication skills with diverse client groups
- Ability to manage multiple deadlines in fast-paced environments
- Active CPA license or significant progress toward certification