Tax Associate

Financial Advocates INC; Santa Ana (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Financial Advocates INC is seeking a Full Time Tax Associate in Orange County, CA to join a small CPA firm. You will work directly with the Owner, Tax Manager and Senior Tax Accountant on tax compliance and planning for high net worth individuals and entities.

The role focuses on preparing and reviewing returns, handling 1099 reporting, and client data gathering to support engagements and deadlines in a collaborative, growth-oriented environment.

Qualifications

• Preparing and reviewing individual and business corporate and partnership returns.
• 1+ years of relevant experience in public accounting or a combination of corporate tax and public accounting experience, required.
• Assist in preparation of miscellaneous filings such as 1099 year-end tax information reporting; annual business license and personal property tax returns.
• Demonstrates strong organizational skills, including the ability to meet all deadlines and commitments.
• Direct client contact to gather and review relevant client data and source documents for all types of engagements

Responsibilities

• Prepare and review individual and corporate tax returns for clients.
• Assist in annual filings and miscellaneous tax information reporting.
• Maintain organization to meet deadlines and commitments.
• Interact directly with clients to gather data and source documents.

Skills

Tax compliance

Public accounting experience

Attention to detail

Client communication

Job description

Job Description

An Orange County based (small) CPA firm is seeking a Full Time Tax Associate to join their team. Working directly with the Owner, the Tax Manager and the Senior Tax Accountant, the Tax Associate will be an integral team member in both tax compliance and planning services to high net worth individuals and their entities. This is a great role for a Tax Associate with minimum tax experience looking to gain valuable tax knowledge and build a career path as a tax professional.

Responsibilities would include:

Preparing and reviewing individual and business corporate and partnership returns. 1+ years of relevant experience in public accounting or a combination of corporate tax and public accounting experience, required.

Assist in preparation of miscellaneous filings such as 1099 year-end tax information reporting; annual business license and personal property tax returns.

Demonstrates strong organizational skills, including the ability to meet all deadlines and commitments.

Direct client contact to gather and review relevant client data and source documents for all types of engagements