Tax Associate

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

📋 Description

• Prepare federal, state, and local income tax returns for individuals, partnerships, corporations, S-corporations, and trusts under supervision.

• Assist in the preparation of tax extensions, estimated tax payments, and amended returns.

• Conduct basic tax research using approved firm tools and summarize the findings.

• Compile, organize, and analyze financial information provided by clients to create tax workpapers.

• Maintain precise workpaper documentation that meets firm standards, including appropriate indexing, cross-referencing, and supporting evidence.

• Identify any missing or incomplete information and communicate follow-up requirements to clients or engagement teams.

• Professionally communicate with clients to request information and clarify documentation needs.

• Attend client meetings, whether virtual or in-person, as appropriate; take notes and prepare follow-up tasks.

• Engage in formal training programs, self-study, and continuing education.

• Take necessary steps towards CPA licensure by staying aligned with exam preparation and requirements.

⛳️ Requirements

• Bachelor’s degree with a major or emphasis in Accounting.

• Master’s degree in Taxation or Accountancy is preferred.

• Minimum accounting GPA of 3.0 is preferred.

• Eligibility for CA CPA.

• Strong attention to detail and excellent analytical skills.

• High motivation to learn and deliver high-quality work.

• Effective interpersonal skills with the ability to collaborate with colleagues and a sophisticated client base.

• Flexibility to work as part of a team to meet periodic and project-based client deadlines.

• Prior public accounting experience is beneficial but not mandatory.

• Clear and professional verbal and written communication skills.

🏝️ Benefits

• Comprehensive Health Coverage – Medical, dental, and vision.

• Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.

• Generous Paid Time Off – Vacation, sick time, holidays, parental leave, and volunteer days.

• Flexible Work Arrangements – Hybrid or remote options, flexible hours.

• Performance-Based Bonus – Recognition for your contributions through discretionary bonuses.

• Professional Development Opportunities – Tuition reimbursement, certifications, mentorship.

• Career Growth & Internal Mobility – Clear paths for advancement and role transitions.

• Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.