Tax Associate

Robert Hall & Associates

Glendale (CA)

On-site

USD 36,000 - 55,000

Full time

14 days+

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Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Retirement Plans

Paid Time Off

11 Paid Holidays Off

12 Employee Events

Overtime & Double Overtime Opportunit

Bonus Opportunities

Lunch & Dinner Provided During Tax Se

Job summary

Robert Hall & Associates in Glendale, CA seeks a Tax Associate to prepare and file individual and business tax returns, review client documents for accuracy, and ensure compliant filings. You will guide clients through document gathering, filing requirements, and provide clear explanations of complex tax matters while delivering a supportive, client-centered experience.

The role emphasizes technical precision and emotional intelligence to help clients feel understood and confident during tax

Qualifications

Experience in tax preparation or related accounting field is required.
Strong integrity, professionalism and client-first mindset are essential.
Excellent written and verbal communication skills are required.
Attention to detail and accuracy in all work.

Responsibilities

Prepare and file tax documents for individuals and businesses.
Check documents, financial statements, and filings for errors or inconsistencies.
Meet with clients to review their tax situation, gather information, and answer questions.
Assist clients in responding to IRS or state notices, audits, and related issues.
Communicate clearly with clients to explain tax requirements and address concerns.
Support the team during peak filing seasons with speed and accuracy.
Ensure all returns are filed on time and in accordance with regulations.

Skills

Client facing role

Tax preparation experience

Integrity and professionalism

Excellent communication

Attention to detail

Multi-client deadlines

Emotional intelligence

Education

Bachelor's in Finance/Accounting/Business

PTIN

Enrolled Agent status or pursuing

CTEC License

Tools

QuickBooks

GAAP knowledge

Job description

Job Description

** Job Title:** Tax Associate

** Location:** Glendale, CA

** Reports to:** Business Services Manager/TA Lead

About Robert Hall & Associates

Robert Hall & Associates (RHA) has been California’s most trusted tax firm since 1971, serving over 10,000 clients annually. But we’re more than just numbers—we’re a people-first company with a strong culture rooted in our values: Professionalism, Respect, Integrity, Development, and Empathy. These values shape how we support one another, care for our clients, and grow together as a team. We value transparency, celebrate wins, and genuinely invest in the well‑being and success of our people.

About the Role

We are seeking a high‑integrity, detail‑oriented Tax Associate who is as comfortable working with numbers as they are with people. In this role, you’ll not only ensure that client tax returns are accurate and compliant, but you’ll also play a key part in creating a smooth, supportive client experience.

This is a dynamic position that requires both technical precision and emotional intelligence. You’ll guide clients through the process of gathering their documents, help them understand their filing requirements, and provide clarity on complex tax matters. At the same time, you’ll ensure clients feel cared for, supported, and confident in the process.

Key Responsibilities

Prepare and file tax documents, including individual and business income tax returns.
Check documents, financial statements, and filings for errors or inconsistencies.
Meet with clients to review their tax situation, gather information, and answer questions.
Work with clients to organize and collect necessary tax documentation.
Provide support to clients through the tax filling process.
Assist clients in responding to IRS or state notices, audits, collections, and related issues.
Communicate clearly with clients to explain tax requirements and address concerns.
Support the team during peak filing seasons, maintaining both speed and accuracy.
Perform other clerical and administrative duties as necessary to support the office.
Ensure all returns are filed on time and in accordance with federal, state, and local regulations.

Must Have’s

Client Facing Role
Have prior experience in tax preparation (or industry) or a related accounting role.
Bring strong integrity, professionalism, and a client‑first mindset.
Have excellent written and verbal communication skills.
Pay close attention to detail and accuracy in all your work.
Can prioritize and manage multiple clients and deadlines.
Use emotional intelligence and people skills to make clients feel understood and supported

A plus if you have...

Hold a Bachelor’s degree in Finance, Accounting, or Business Administration.
Maintain a valid Preparer Tax Identification Number (PTIN).
Are an Enrolled Agent or actively pursuing EA status.
CTEC License.
Bookkeeping experience
Are familiar with QuickBooks software and Generally Accepted Accounting Principles (GAAP)
Offer bilingual communication skills
Can translate complex financial information into clear, client-friendly language.

Why This Role Matters

As a Tax Associate, you are on the front lines of tax preparation and compliance. The accuracy and care you bring to each return not only protect clients from errors and penalties but also build their confidence and trust in our firm. By supporting clients through document collection, filing, and even IRS or state correspondence, you help relieve the stress of tax season and create a positive experience. Your role bridges technical tax work with human connection, making you essential to both client satisfaction and the firm’s reputation for excellence.

Benefits