Experienced Tax Associate

Job Title: Tax Associate (Experienced)

Location: Santa Barbara, CA

Company: Boutique CPA Firm Serving High Net-Worth Clientele

About Us:

We are a boutique CPA firm located in Santa Barbara, CA, specializing in providing personalized tax and advisory services to high-net-worth individuals, families, and small businesses. We pride ourselves on delivering high-quality work, building long-term client relationships, and fostering a collaborative, supportive team environment.

We are seeking an experienced Tax Associate to join our firm. If you are eager to learn, work in a collaborative environment, and gain hands-on experience in tax preparation and planning, this could be the perfect opportunity for you.

Position Overview:

As a Tax Associate, you will assist in the preparation of individual and business tax returns, primarily focusing on high-net-worth clients. You will work closely with the principal CPA, gaining valuable exposure to complex tax issues, compliance, and planning strategies. As you gain more experience, there will be opportunity to begin to review tax returns and mentor entry-level staff. This is a fantastic opportunity to develop your career in public accounting while being mentored by an experienced CPA.

The Tax Associate position is permanent, full-time (40 hrs/week), and in person.

Responsibilities:

• Assist in the preparation of federal and state individual, corporate, partnership, and trust tax returns (Form 1040, 1065, 1120, 1120S, 1041, etc.).
• Review client tax documents and financial statements for accuracy and completeness.
•  Conduct tax research to support preparation and planning activities.
• Communicate directly with clients regarding tax-related questions and documentation.
• Collaborate with team members to manage client projects and deadlines.
• Stay up to date on tax laws and regulations to ensure compliance and be aware of potential tax savings strategies.
• Assist with special projects, including tax planning, estate planning, and IRS/CA FTB audits as needed.

Required Qualifications

Education:

• Bachelor’s degree in Accounting, Finance, Business, or a related field.

Experience:

• 1-3 years in tax preparation or related accounting field (internships or part-time work experience will be considered).

Skills:

• Strong understanding of tax principles, tax preparation, and accounting fundamentals.
• Proficient in Microsoft Office Suite (Excel, Word, etc.) and Windows operating system.
• Experience with tax software (CCH Axcess or ProSystem fx preferred) and QuickBooks a plus.
• Excellent communication skills, both written and verbal.
• Strong organizational skills and attention to detail
• Willingness to learn, ask questions, and accept feedback
• Ability to manage several tasks and projects at once.
• Ability to work both independently and as part of a team.
• Professional, positive attitude with a client-service mindset

Preferred Qualifications:

• Working knowledge of tax laws related to high-net-worth individuals, partnerships, trusts, and estates.
• Previous experience in a large local or regional public accounting firm.
• Active CPA License or progress towards CPA certification is desirable.

What We Offer:

• Competitive salary based on experience.
• Paid time off (PTO), sick leave, and holidays, including extended office closure at the end of the year.
• Professional development opportunities, including support for CPA exam preparation and covering the cost of continuing education.
• A collaborative and supportive work environment with mentoring from experienced professionals.
• An office in a great professional building located in the heart of Santa Barbara, CA.

How to Apply:

If you are ready to take the next step in your career and work in a firm that values high quality work, personal growth and professional development, we would love to hear from you! Please submit your resume and a cover letter outlining your qualifications and interest in the position to info@pollard-cpa.com.

We look forward to reviewing your application!