Tax Associate

Job Description:

Are you interested in taking your career to the next level as a tax strategist to help change the lives of clients?

Do you want to be part of an amazing team surrounded by some of the smartest and most energetic colleagues?

We are the nation's leading CPA Firm specializing in tax planning and filing for real estate investors. Our client base includes some of the most influential names in the real estate industry. This position offers the opportunity to serve exceptional clients and work closely with a supportive team of colleagues to deliver outstanding client service through tax planning, research, and compliance. We believe in building a people-centric firm where talented team members can thrive and reach their full potential.

We are seeking an individual who is enthusiastic about helping clients maximize tax savings through real estate investments. You should be a solutions-oriented self-starter who thrives in taking on big challenges as a team member.

We value work-life balance and continuous learning. These values are achieved through generous vacation and sick leave policies, flexible work arrangements, an autonomous work environment, continuous and engaging training, state-of-the-art technology and automation, and comprehensive health insurance with 401(k) matching.

Salary + Benefits:

• $60,000 to $80,000 base compensation (DOE), plus bonus
• Overtime and sick pay
• 401(k) plan with profit sharing
• Flexible work schedule
• Work from home
• Over 30 days of paid vacation and firm holiday
• Health insurance
• Firm-sponsored continuing education

Required Education and Experience:

• 1-2 years of experience preparing returns
• Bachelor’s degree in Accounting (Master's in Taxation a plus)
• CPA/EA candidate a plus

Responsibilities:

• Prepare and review tax returns for high net-worth individuals, real estate investors, and closely held businesses (i.e. corporate, partnership, and LLC)
• Research tax issues and draft technical correspondence, including communication with the IRS and other tax authorities
• Review of client books and financial statements; preparation and review adjusting journal entries
• Communicate well with clients
• Develop tax technical skills to add more value to the firm

You’re a Good Fit for Our Team if You’re:

• Someone who is seeking to grow and be challenged professionally
• Highly detail-oriented, organized, disciplined, and a self-starter
• Able to manage multiple client engagements and multitask efficiently
• Able to demonstrate excellent analytical, organizational, project management, oral, and written communication skills
• Take ownership of your work and your clients and drive projects to the finish line

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Continuing education credits
• Flexible schedule
• Health insurance
• Paid time off

Ability to Commute:

• Fullerton, CA 92835 (Required)

Ability to Relocate:

• Fullerton, CA 92835: Relocate before starting work (Required)

Work Location: Hybrid remote in Fullerton, CA 92835