Job Description
Job DescriptionPosition 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
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Prepare federal and California state tax returns for individuals, corporations, partnerships, and trusts
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Assist in the preparation of tax extensions, estimated payments, and tax projections
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Conduct basic tax research on California and multistate issues using tools like CCH or BNA
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Support clients during IRS and California Franchise Tax Board (FTB) audits or correspondence
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Maintain organized and accurate client documentation and workpapers
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Stay up to date on federal and California tax law changes
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Collaborate with team members in a fast-paced, deadline-driven environment
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Utilize tax preparation software (e.g., Lacerte) to process returns
Qualifications
Required:
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Bachelor’s degree in Accounting, Finance, or related field
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CPA-eligible or actively pursuing CPA licensure in California
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Understanding of federal and California state tax regulations
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Strong attention to detail and time management skills
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Excellent written and verbal communication skills
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Proficiency with Microsoft Office Suite (especially Excel)
Preferred:
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Internship or 1+ year of experience in public accounting or tax preparation
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Familiarity with California tax issues (FTB, CDTFA, or multistate filings)
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Experience with tax software such as Lacerte