Tax Associate

Jobtailor; Costa Mesa (CA); On-site; USD 30,307 - 46,838; Full time

Job summary

Jobtailor in Costa Mesa, CA is seeking a tax internship candidate to assist in planning and delivering tax assignments across Real Estate, Construction, Healthcare, Manufacturing and more. You will prepare and review federal and state returns for partnerships, C-corps, S-corps, and individuals.

Ideal candidates hold a Bachelor's degree with internship experience in accounting; CPA eligibility is preferred, and strong communication skills are essential for success in a client-driven team.

Qualifications

• Bachelor's degree required.
• Internship experience in accounting or related field preferred.
• Demonstrated ability to communicate verbally and in writing at all organization levels.
• Proficient use of applicable technology.

Responsibilities

• Assist in planning multiple tax assignments across industries.
• Prepare and review federal and state tax returns for various entities and individuals.
• Develop tax compliance knowledge and assist with IRS audits, notices, trusts, gifts, and estates.
• Participate in client assignments from start to finish.
• Maintain strong client relationships and provide exceptional service.

Skills

Verbal communication

Written communication

Interpersonal skills

Analytical skills

Research skills

Client/Stakeholder management

Education

Bachelor's degree

Master's Degree in Accounting/Taxation

CPA eligibility

Job description

• Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries
• Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
• Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
• Participate in client assignments from beginning to end
• Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
• Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
• Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
• Assist with training and mentoring junior associates and interns on tax methodology

Requirements

• Bachelor’s degree required
• Internship experience in accounting or related field preferred
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs
• Master's Degree in Accounting, Taxation or related field preferred
• CPA eligible; desire to obtain certification is required
• Internship experience in accounting or related field preferred
• Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations
• Ability to multi-task, think independently and problem solve in a results driven team-oriented environment
• Strong verbal and written communications skills

Core Competencies

Demonstrates expertise in tax compliance and preparation for various entities, including partnerships and corporations, while maintaining strong client relationships and providing exceptional service. Proficient in tax methodology, IRS audits, and regulatory compliance, with a commitment to professional standards and mentoring junior staff.

Highest-signal resume keywords

• Tax Compliance
• IRS Audit Assistance
• GAAP Knowledge
• Client Relationship Management
• CPA Eligibility

ATS Optimization Keywords

Hard Skills

• Tax Return Preparation
• Tax Project Management
• Tax Methodology
• Analytical Skills
• Research Skills

Soft Skills

• Interpersonal Skills
• Communication Skills
• Problem Solving
• Multi-tasking
• Team-oriented

Certifications & Qualifications

• CPA Eligibility

Industry Keywords

• Real Estate
• Construction
• Healthcare
• Manufacturing
• Taxation Compliance

Tools & Technologies

• Applicable Technology