Tax Associate

Falcon Wealth Planning, Inc.; Ontario (CA); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

401(k) with company match

Paid time off

Professional development

Firm holidays

Job summary

Falcon Tax & Consulting in the United States seeks a Tax Associate to collaborate with CPAs, Financial Planners, and clients to deliver tax-efficient strategies and accurate returns.

You will gather information, prepare tax returns for individuals and small businesses, and support tax planning while staying current with federal and state tax changes. Competitive salary and comprehensive benefits offered.

Qualifications

• Bachelor’s degree in Accounting or a related business field.
• 1 to 3 years of tax and accounting experience preferred; recent grads considered.
• Experience with professional tax software and CRM systems; MS Office proficiency.
• Excellent communication, with detail-oriented approach and deadline discipline.
• Organized, adaptable, and able to prioritize in a fast-paced environment.

Responsibilities

• Prepare individual and small business tax returns accurately.
• Communicate with clients and internal teams to gather information.
• Assist CPAs and planning team with tax research.
• Support daily office operations and maintain compliance with tax laws.

Skills

Interpersonal skills

Attention to detail

Time management

Analytical thinking

Education

Bachelor’s degree in Accounting

Tools

Lacerte

CRM software

Microsoft Office

Job description

About the Role

As a Tax Associate with Falcon Tax & Consulting, you will work closely with our CPAs, Financial Planners, and clients to provide tailored, tax-efficient solutions. You will play a crucial role in gathering information, preparing tax returns, and supporting comprehensive tax planning strategies to help clients reduce their tax liability and maximize wealth accumulation.

Key Responsibilities

• Prepare individual and small business tax returns efficiently and accurately. Experience with Lacerte tax software is a plus but not necessary.
• Communicate regularly with clients, internal associates, and external professionals to assure all relevant information is addressed.
• Assist CPAs and the broader wealth management team with tax-related matters and ongoing tax research.
• Support day-to-day operations with organizational, administrative, and general office duties.
• Maintain continuing professional education ensuring compliance with, and monitoring changes to, federal and state tax laws.

Qualifications

• Bachelor’s degree in Accounting or a related business field.
• 1 to 3 years of tax and accounting experience preferred. However, recent or prospective college graduates with an accounting or related business degree, will also be considered.
• Experience utilizing professional tax preparation software and client relationship management (CRM) systems, alongside familiarity with general office software (Microsoft Office Suite).
• Excellent interpersonal skills, with the ability to communicate with clients and internal associates in a clear and concise manner.
• Strong analytical skills paired with exceptional attention to detail, accuracy, and a strict commitment to quality.
• Highly organized with the ability to prioritize work effectively to meet tight deadlines.
• Adaptable and flexible to change priorities as business needs dictate, with a team oriented mindset to support other associates.

Compensation & Benefits

• Competitive Base Salary: $50,000-$85,000 depending on experience
• Health Insurance: Comprehensive Medical, Dental, and Vision coverage.
• Retirement: 401(k) plan with company match.
• Paid Time Off: Generous PTO, paid firm holidays.
• Professional Development: Support for continuing education, licensing, and industry conferences.