Tax Associate

Jobot; Irvine (CA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

No billable hours grind

Direct mentorship from a CPA

Comprehensive health/dental/vision insurance

Generous PTO

401(k) + match

Job summary

A boutique wealth planning and advisory firm is seeking a junior CPA to join their tax team in Irvine, California. The position is hybrid and offers a salary range of $70,000 to $100,000 per year. Responsibilities include preparing federal and state tax returns, assisting with tax projections, and ensuring compliance with tax regulations. Candidates should have an active CPA license and a bachelor's degree in Accounting or Finance. The firm provides robust mentorship and comprehensive benefits including health insurance and a 401(k).

Qualifications

• Active CPA license or recently obtained CPA.
• 0 to 4 years of experience in tax or public accounting.
• Strong knowledge of federal and state tax regulations.

Responsibilities

• Prepare federal and state tax returns including 1040, 1065, 1120‑S, and 1120.
• Assist with quarterly tax projections and estimated tax payments.
• Ensure compliance with federal and state tax regulations.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Written communication

Verbal communication

Knowledge of tax regulations

Education

Bachelor’s degree in Accounting, Finance, or a related field

Job description

Boutique wealth planning & advisory firm seeking a junior CPA to join their tax team!

Location: Irvine, California (hybrid position)
Salary: $70,000 – $100,000 per year

Benefits

• No billable hours grind – avoid the crushing hours of traditional public accounting
• Direct mentorship from a CPA with 20+ years of experience
• Comprehensive health/dental/vision insurance
• Generous PTO
• 401(k) + match
• and more

Responsibilities

• Prepare federal and state tax returns including 1040, 1065, 1120‑S, and 1120
• Assist with quarterly tax projections and estimated tax payments
• Maintain organized tax workpapers and supporting documentation
• Ensure compliance with federal and state tax regulations
• Identify potential tax savings opportunities during return preparation
• Conduct tax research and summarize findings related to IRS guidance and tax regulations
• Assist with tax planning strategies for individuals and business clients
• Support senior professionals in preparing tax planning analyses and projections
• Review financial statements and accounting records in preparation for tax filings
• Assist with reconciliations and bookkeeping review when needed
• Maintain accurate client records and documentation
• Communicate with clients to request information and clarify documentation
• Participate in client meetings when appropriate
• Prepare follow‑up documentation and collaborate with internal team members

Qualifications

• Active CPA license or recently obtained CPA
• 0 to 4 years of experience in tax or public accounting
• Bachelor’s degree in Accounting, Finance, or a related field
• Knowledge of federal and state tax regulations
• Strong analytical and problem‑solving skills
• High level of attention to detail
• Strong written and verbal communication skills