Tax Associate

Job Description

Job Description

Position Summary

We’re looking for a highly motivated Tax Associate to join our California tax team. In this role, you’ll assist with tax return preparation, compliance, and planning for a variety of clients, including corporations, partnerships, and high-net-worth individuals. You’ll gain hands-on experience with California tax law and multistate tax issues while working alongside experienced CPAs and mentors.

Key Responsibilities

Prepare federal and California state tax returns for individuals, corporations, partnerships, and trusts

Assist in the preparation of tax extensions, estimated payments, and tax projections

Conduct basic tax research on California and multistate issues using tools like CCH or BNA

Support clients during IRS and California Franchise Tax Board (FTB) audits or correspondence

Maintain organized and accurate client documentation and workpapers

Stay up to date on federal and California tax law changes

Collaborate with team members in a fast-paced, deadline-driven environment

Utilize tax preparation software (e.g., Lacerte) to process returns

Qualifications

Required :

Bachelor’s degree in Accounting, Finance, or related field

CPA-eligible or actively pursuing CPA licensure in California

Understanding of federal and California state tax regulations

Strong attention to detail and time management skills

Excellent written and verbal communication skills

Proficiency with Microsoft Office Suite (especially Excel)

Preferred :

Internship or 1+ year of experience in public accounting or tax preparation

Familiarity with California tax issues (FTB, CDTFA, or multistate filings)

Experience with tax software such as Lacerte