Tax Associate

Margolis & Villegas Accountancy Corporation; Pasadena, Northern (CA, KY); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Margolis & Villegas Accountancy Corporation in Pasadena, CA is seeking a Tax Preparer with experience in individual and business tax preparation. You will prepare and review tax returns, ensure compliance with federal and state laws, and support quarterly and annual tax provisions.

The ideal candidate holds a bachelor’s degree in accounting or taxation, with 1–3 years of tax compliance experience and strong client service skills. CPA/EA candidates or pursuing accreditation are preferred.

Qualifications

• Bachelor's degree in accounting or taxation required.
• 1–3 years’ experience in tax compliance and planning for individuals, partnerships, S-corporations, C-corporations, and trusts.
• Strong client service and communication skills.
• Ability to manage multiple engagements and deadlines.

Responsibilities

• Prepare, review, and finalize individual and business tax returns and related workpapers.
• Ensure compliance with federal and state tax laws.
• Assist in quarterly and annual tax provisions and extension calculations.
• Conduct research on complex tax matters and provide client guidance.
• Interact closely with clients and other departments to support tax planning.

Skills

Tax compliance

Client communication

Multiple engagements

Analytical skills

Education

Bachelors in accounting or taxation

Job description

Join Our Team · Margolis & Villegas · Pasadena, CA

We are seeking a Tax Preparer with experience in individual and business tax
preparation.

Key Responsibilities:

• Prepare, review and finalize individual and business tax returns and related workpaper support
• Ensure compliance with federal and state tax laws
• Assist in the preparation of quarterly and annual tax provisions, including quarterly estimated tax and extension calculations.
• Prepare and review fixed asset reconciliations and review additions for accuracy
• Respond to notices from various state tax jurisdictions and IRS
• Respond to tax questions from other departments
• Interact closely with clients
• Analyze financial data to ensure accuracy of tax returns, including but not limited to: K-1s, Brokerage Statements, Partner & Shareholder Basis calculations, Carryover calculations etc
• Keep up to date with changes in tax laws and regulations
• Assist with tax planning strategies
• Conduct research on complex tax matters and offer clients guidance on tax compliance.
• Provide support for on-going projects and manage various projects
• Comfortable taking a lead role in addressing various accounting and tax related tasks and proposing resolution to issues.
• All other duties and responsibilities assigned by management

Qualifications:

• The Tax Associate must have their bachelor’s degree in accounting or taxation
• CPA or Enrolled Agent or pursuing accreditation
• A minimum of 1-3 years’ experience compliance and tax planning for individuals, partnerships, S-Corp’s, C-Corp’s, trusts
• Ideal candidates will have experience with financial statement preparation, general ledger analysis, and cash management skills
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skills
• Ability to manage multiple engagements and competing projects

Margolis & Villegas Accountancy Corporation is proud to be an affirmative action/equal
opportunity employer. All qualified applicants will receive consideration for employment without
regard to race, color, religion, sex, national origin, disability, veteran status, or any other status
protected under local, state or federal laws.