Tax Associate - 26822

Daley And Associates, LLC.; Pleasanton (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

A fast-growing firm in the San Francisco Bay Area is seeking a Tax Associate. This role offers the chance to work closely with senior team members, gain hands-on experience, and develop skills in tax preparation and compliance. The ideal candidate will have a Bachelor's degree in Accounting or Finance and 2-5 years of public accounting experience. Join a collaborative team that values client-first service and professional growth.

Qualifications

• 2–5 years of experience in public accounting tax.
• Progress toward CPA is highly preferred.

Responsibilities

• Assist in preparing federal, state, and local tax returns.
• Respond to client inquiries regarding tax returns and compliance matters.
• Participate in training sessions and professional development.

Skills

Attention to Detail

Time Management

Communication

Education

Bachelor's degree in Accounting or Finance

Master’s in Taxation

Tools

Tax Software

Job description

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Tax Associate - Pleasanton - Salary up to $110K DOE

Our client is a fast-growing firm in the San Francisco Bay Area that is committed to delivering top-tier tax, accounting, and advisory services through cutting-edge technology and a client-first approach. Clients range from individuals to complex entities.

This is an excellent opportunity for a Tax Associate to join a collaborative, forward-thinking team. You’ll work closely with senior team members, gain hands-on experience across a variety of industries, and develop technical and interpersonal skills.

Responsibilities:

Tax Preparation & Compliance

• Assist in preparing federal, state, and local tax returns for individuals, corporations and partnerships
• Organize and review client financial documents
• Prepare supporting workpapers and documentation
• Research federal and state tax laws and monitor changes in tax regulations
• Maintain accurate client records and ensure audit readiness
  
  

Client Support & Communication

• Respond to client inquiries regarding tax returns, notices, and compliance matters
• Work with clients to gather documentation and meet deadlines
• Communicate clearly and professionally, maintaining client confidentiality
  
  

Learning & Growth

• Participate in training sessions and professional development initiatives
• Strengthen your knowledge of tax codes and compliance standards
  
  

Qualifications:

• Bachelor's degree in Accounting or Finance, Master’s in Taxation a plus
• 2–5 years of experience in public accounting tax
• Progress toward CPA is highly preferred
• Knowledge of federal and state tax laws
• Strong attention to detail, time management, and communication skills
• Familiarity with tax software
  
  

Contact Erin at [e-mail] to apply today!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Staffing and Recruiting

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