Tax Associate

This is a fully remote position, open to applicants in California.

📋 Description

• Prepare and assist in the preparation of multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts.

• Provide support to Senior Staff and Managers with year-end projections and quarterly estimates.

• Aid in the implementation of new tax compliance strategies, including reviews and analyses.

• Conduct comprehensive research and stay informed about current tax laws.

• Regularly interact with senior staff, managers, and clients while demonstrating strong verbal and written communication skills.

• Execute tasks with a high level of precision and accuracy.

⛳️ Requirements

• 2-3 years of experience in public accounting and tax-related roles.

• Competency in preparing a working trial balance and making year-end adjusting entries.

• Extensive knowledge of tax law, with expertise in one or more specific areas such as individual and corporate taxation of pass-throughs, estate and gift tax, investment advisory, and financial planning.

• Preferred experience in preparing tax returns for high-net-worth individuals, corporations, partnerships, LLCs, and trusts.

• Experience with non-profit organizations is a plus.

• Bachelor’s degree in Accounting, Finance, or other related business disciplines.

• CPA eligible or actively pursuing CPA certification.

• Proficient in Excel and Word.

• Familiarity with tax software (e.g., CCH Axcess) is preferred.

• Exceptional research, writing, verbal, and written communication skills.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Contributions to a profit-sharing plan.

• 401(k) matching plan.

• Paid parental leave.

• Generous holiday and PTO pay.

• Overtime pay.

• Annual ski/camping trip.

• Black-tie holiday party.

• Quarterly departmental mixers (including travel stipend).

• Paid continuing education.

• Retirement savings options.

• Life and disability insurance.

• Certification incentives.

• Education assistance.

• Referral program.