Job Description
Job Description
Tax Associate - Join a Growing Team of Accounting Professionals
At Pelletier & Leo, LLP, we're dedicated to helping clients achieve financial clarity through customized tax and accounting services. Our team values collaboration, continuous development, and innovative thinking. If you're looking for a workplace where your expertise is appreciated and your growth is supported, this is the place for you.
We're currently looking for a Tax Associate to become part of our team. In this role, you'll play a key part in preparing tax filings, performing research, and assisting clients with a variety of tax-related projects.
This position is based in our City of Industry office and follows a 9:00 a.m. to 5:30 p.m. schedule. During peak tax seasons, extended hours (approximately 55-60 hours per week) will be expected.
Key Responsibilities
- Prepare and review individual, corporate, and partnership tax returns (federal, state, and local)
- Conduct tax research and support clients with planning and compliance matters
- Communicate with clients to collect and verify financial data
- Analyze financial information to ensure the accuracy of tax documents
- Monitor updates to tax codes and regulations
- Assist with responding to tax notices and supporting audit activities
- Work collaboratively with colleagues to deliver outstanding client service
Qualifications
- Bachelor's degree in Accounting (or expected graduation by December 2025)
- Solid understanding of accounting and financial principles
- Experience with CCH, Lacerte, or SurePrep software is highly preferred
- Working knowledge of general ledger systems
- Strong analytical skills and attention to detail
- Mandarin is a plus
Why Join Us
- Supportive, team-oriented work culture
- Ongoing professional training and development opportunities
- Exposure to modern accounting tools and technology
- Opportunities for career advancement