Job Description
Join our elite tax team in Santa Ana, CA! We're urgently seeking a meticulous Tax Associate to drive financial excellence for high-net-worth clients and growing businesses. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment where your expertise directly shapes client success. Apply today to secure your position in this high-demand role!
Responsibilities
- Prepare and file complex federal, state, and local tax returns for individuals and businesses
- Conduct tax research and provide strategic compliance advice
- Manage client relationships and address tax-related inquiries
- Utilize tax software (e.g., UltraTax, ProSeries) for efficient processing
- Collaborate with senior auditors on tax planning initiatives
- Stay updated on evolving tax legislation and IRS regulations
- Assist in resolving tax notices and audit support
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience (CPA track preferred)
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving skills
- Excellent written and verbal communication
- Active CPA license or pursuing CPA certification
- Attention to detail with zero-error tolerance for compliance