Tax Associate

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