Tax Associate

Catalyst Family Office; Mountain View (CA); Hybrid; USD 70,000 - 130,000; Full time

Benefits offered by this job

Individual and team bonuses

401k plan with company matching

Comprehensive medical, dental, vision, and wellness plans

Job summary

Catalyst Family Office is looking for an entry-level Tax Associate based in Mountain View, CA. This full-time position is critical for providing a full range of tax services to clients, including preparing income tax returns and ensuring compliance with federal and state laws.

The ideal candidate will have a Bachelor’s degree in accounting, with at least one year of experience in tax preparation. Competitive benefits and a compensation range between $70,000 and $130,000 based on skills and experience are offered.

Qualifications

• 1+ years of full-time experience in tax return preparation or accounting-related field.
• Ability to meet deadlines and manage time effectively.
• Desire to contribute, learn, and grow.

Responsibilities

• Assist in preparing income tax returns and ensuring federal and state compliance.
• Track quarterly and annual income and expenses.
• Collaborate with team members to communicate tax accounting.
• Maintain accurate tax workpapers.

Skills

Attention to details

Analytical abilities

Problem-solving abilities

Good communication skills

Education

Bachelor’s degree in accounting

Job description

The Tax Associate at Catalyst Family Office is an entry-level fulltime position and a critical member of a team of professionals providing a full range of tax services to clients. You will work broadly across the tax practice assisting in a variety of both strategic and tactical needs to ensure the timely completion of projects.

Full-time Mountain View, CA

Overview

Catalyst Family Office is a premier professional services firm providing an integrated suite of financial advisory, tax, and reporting insight to ultra-affluent individuals and families. The firm is known for their work on behalf of highly entrepreneurial and tech savvy wealth owners, helping them manage their sophisticated and complex wealth challenges.

Responsibilities

• Assist in preparing income tax returns and ensuring compliance with federal and state filing requirements.
• Track quarterly and annual income and expenses for accurate preparation of tax returns.
• Collaborate with team members in communicating tax accounting to colleagues in other departments of the firm.
• Maintain accurate tax workpapers.

Qualifications

• Bachelor’s degree in accounting.
• 1 or more years full time experience in tax return preparation or accounting-related field.
• Strong attention to details.
• Demonstrate analytical and problem-solving abilities.
• Good communication skills.
• A desire to contribute, learn, and grow at Catalyst Family Office.
• Ability to meet deadlines and manage time effectively.

Benefits

• Primary office in Mountain View, CA with partial remote work availability. Catalyst Family Office is an employer of choice in maintaining competitive market salaries and benefits, including: individual and team bonuses, 401k plan and company-matching contributions, a full range of medical, dental, vision, and other wellness plans.
• The compensation range for this role is $70,000K/yr – $130,000K/yr. Final compensation will be tailored to the candidate's unique combination of skills, professional experience, and qualifications, as well as geographic location.