Job Description
Job Description
Position: Tax Associate
Location: Burlingame, CA (onsite - relocation within nearby areas possible)
Employment Type: Full-Time | Direct Hire
Overview:
A reputable, referral-based CPA firm with a long-standing client base is seeking an experienced Tax Associate to join its growing team. This role offers the opportunity to work in a collaborative, in-office environment focused on accuracy, compliance, and client service excellence.
Key Responsibilities:
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Prepare and file Federal and State income tax returns for individuals, partnerships, corporations, trusts, and estates.
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Conduct detailed tax research and ensure compliance with current tax laws and regulations.
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Assist with quarterly and year-end tax planning and projections.
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Collaborate with senior team members and management to resolve complex tax issues.
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Maintain accurate records and documentation to support tax filings.
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Communicate directly with clients to gather financial data and answer tax-related questions.
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Support workflow and deadlines to ensure timely completion of returns.
Qualifications:
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Bachelor's degree in Accounting, Finance, or Taxation.
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Active CPA or EA license (must be current and in good standing).
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10+ years of hands-on tax preparation experience.
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Strong knowledge of individual and business tax returns (Forms 1040, 1120, 1065, etc.).
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Proficiency with Lacerte Tax Software and Microsoft Office Suite.
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Excellent attention to detail, organizational, and communication skills.
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Ability to work independently and collaboratively in a team environment.
Compensation & Benefits:
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Base salary up to $125K, plus performance-based bonus
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100% employer-paid medical insurance
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Profit sharing and 401(k) contributions
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Paid time off and recognized holidays
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Continuing Professional Education (CPE) reimbursement
Skills: Tax preparation, compliance, tax planning, Lacerte software proficiency, client communication, research & analysis, attention to detail, and time management.
Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.
We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.
Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.
We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.
We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.
Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.
As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Company Description
W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.