Tax Associate (Individual and Business Tax exp req)

Tax Associate (Individual and Business Tax exp req)
Location: Irvine, CA (Hybrid work schedule after training)
Salary: $80,000 - $100,000+ (Depends on Experience) + Bonus + Benefits
Benefits: Health Insurance, 401k with Match, PTO & Sick Leave
Job Type: Full-Time
Typical hours: M-F 8:30 AM - 5:00 PM
Start Date: ASAP
Sponsorship is not available 
Relocation Assistance Not Available  

Tax Associate (Individual and Business Tax exp req) Description

Our client, a boutique tax accounting firm, is seeking a Tax Associate to join their team in Irvine, CA. In this role, you will prepare individual and business tax returns, perform tax planning, and support bookkeeping tasks. You’ll work with a variety of clients, primarily entrepreneurs, real estate companies, and some medical professionals, ensuring accurate and timely tax filings. The ideal candidate will have at least three years of tax preparation experience and be an Enrolled Agent or CPA or on the path to becoming an Enrolled Agent (EA) or a CPA. To be successful in this role, you must have experience in both individual and business tax preparation. This is a great opportunity for a professional looking to advance their tax expertise in a flexible, low-pressure environment that encourages continuous learning, growth, and innovation.

Tax Associate (Individual and Business Tax exp req) Responsibilities

•    Prepare individual and business tax returns using Lacerte software
•    Perform tax calculations and planning for clients
•    Review client documents and adjust journal entries as needed
•    Handle IRS notices and resolve tax issues
•    Analyze financial data to determine accurate tax liability
•    Communicate with clients to clarify tax information and address inquiries
•    Maintain up-to-date knowledge of tax laws and regulations
•    Assist with tax planning and strategy implementation
•    Collaborate with team members for efficient workflow
•    Support bookkeeping tasks, including trial balance adjustments

Tax Associate (Individual and Business Tax exp req) Qualifications

•    Must be an Enrolled Agent or CPA or on the path to becoming one
•    3+ years of individual and business tax preparation experience required
•    Lacerte tax software experience required
•    Strong understanding of federal and state tax regulations required

Last updated on Oct 31, 2024