Job Description
Join our dynamic tax team in Santa Ana, CA, and accelerate your career in finance! We're urgently seeking a meticulous Tax Associate to deliver exceptional client services in a fast-paced environment. As a key member of our firm, you'll leverage cutting-edge tax software and industry expertise to help clients navigate complex tax regulations while building long-term relationships. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional growth in one of California's most vibrant business hubs.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct thorough tax research to ensure compliance with evolving IRS regulations
- Develop tax planning strategies to optimize client financial outcomes
- Manage client relationships through proactive communication and issue resolution
- Collaborate with senior associates on complex tax cases and audits
- Maintain accurate documentation in compliance with firm standards
- Utilize tax software (e.g., 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 with individual and corporate returns
- Proficiency in tax software and Microsoft Office Suite
- Deep understanding of federal and California tax regulations
- Strong analytical skills and attention to detail
- Excellent verbal and written communication skills
- Ability to manage multiple deadlines in a high-volume environment
- Proactive problem-solving approach with client focus