Tax Associate

Financial Advocates INC; California; On-site; USD 70,000 - 100,000; Full time

Job summary

Financial Advocates, Inc. in Orange County is seeking a Full Time Tax Associate to join our team.

You will work directly with the Owner, Tax Manager, and Senior Tax Accountant on tax compliance and planning for high net worth individuals and their entities, providing opportunities to grow as a tax professional. The role emphasizes preparing and reviewing returns for individuals, corporations, and partnerships, with an expectation of 1+ year of public accounting experience.

Qualifications

• 1+ years of relevant experience in public accounting or a mix of corporate tax and public accounting experience required.
• Experience with individual and business tax returns preferred, in an Orange County CPA setting.

Responsibilities

• Prepare and review individual, corporate, and partnership returns.
• Assist in miscellaneous filings such as 1099 reporting and local tax filings.
• Coordinate data gathering with clients to ensure timely, accurate tax filings.
• Meet deadlines and maintain organized client records.
• Interact with clients to gather source documents and data for engagements.

Skills

Tax preparation

Public accounting

Tax planning

Job description

Job Description

An Orange County based (small) CPA firm is seeking a Full Time Tax Associate to join their team. Working directly with the Owner, the Tax Manager and the Senior Tax Accountant, the Tax Associate will be an integral team member in both tax compliance and planning services to high net worth individuals and their entities. This is a great role for a Tax Associate with minimum tax experience looking to gain valuable tax knowledge and build a career path as a tax professional.

Responsibilities would include:

Preparing and reviewing individual and business corporate and partnership returns. 1+ years of relevant experience in public accounting or a combination of corporate tax and public accounting experience, required.

Assist in preparation of miscellaneous filings such as 1099 year-end tax information reporting; annual business license and personal property tax returns.

Demonstrates strong organizational skills, including the ability to meet all deadlines and commitments.

Direct client contact to gather and review relevant client data and source documents for all types of engagements

Company Description

Financial Advocates, Inc., is a small Orange County-based CPA Firm servicing high net worth individuals and businesses for 20+ years. We are a full-service accounting firm, assisting individuals and businesses with their accounting, financial planning and tax affairs, allowing our clients to focus on developing their businesses and accomplishing their goals. At Financial Advocates we strive to develop intellectual capacity by maintaining an environment that challenges professionals to expand their knowledge base with a focus on value-added, consultative services. With the entire staff of Financial Advocates sharing our vision of distinctive quality, personalized assistance and unparalleled customer service for our clients, we are headed for greater success and are looking to add talented individuals to our team.

Company Description

Financial Advocates, Inc., is a small Orange County-based CPA Firm servicing high net worth individuals and businesses for 20+ years. We are a full-service accounting firm, assisting individuals and businesses with their accounting, financial planning and tax affairs, allowing our clients to focus on developing their businesses and accomplishing their goals. At Financial Advocates we strive to develop intellectual capacity by maintaining an environment that challenges professionals to expand their knowledge base with a focus on value-added, consultative services. With the entire staff of Financial Advocates sharing our vision of distinctive quality, personalized assistance and unparalleled customer service for our clients, we are headed for greater success and are looking to add talented individuals to our team.