Tax Associate: Client‑Focused Tax & Planning Expert

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

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.