Tax Associate: High-Net-Worth Compliance & Planning

Financial Advocates INC; Santa Ana (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Financial Advocates, Inc. a small Orange County-based CPA firm, seeks a Full Time Tax Associate to join their team.

You will work directly with the Owner, Tax Manager and Senior Tax Accountant on tax compliance and planning for high net worth individuals and their entities. Responsibilities include preparing and reviewing returns for individuals, corporations and partnerships, assisting with 1099s, licenses, and personal property tax, while maintaining deadlines and providing direct client data

Qualifications

• 1+ years of relevant experience in public accounting or a combination of corporate tax and public accounting experience, required.

Responsibilities

• Preparing and reviewing individual and business corporate and partnership returns.
• 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

Job description

Financial Advocates, Inc. a small Orange County-based CPA firm, seeks a Full Time Tax Associate to join their team.

You will work directly with the Owner, Tax Manager and Senior Tax Accountant on tax compliance and planning for high net worth individuals and their entities. Responsibilities include preparing and reviewing returns for individuals, corporations and partnerships, assisting with 1099s, licenses, and personal property tax, while maintaining deadlines and providing direct client data