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TAX ASSOCIATE

JOB FUNCTION: Finance & Accounting
JOB TYPE: Direct Hire
LOCATION: Los Altos, CA

COMPENSATION: $65k - $85k
MINIMUM EDUCATION: Bachelor's Degree
POSTED: Nov 21, 2019

Our client is a successful locally owned and operated Accounting firm looking to expand its team.  The firm has been in business for over 14 years serving high net worth individuals from Silicon Valley. This Tax Associate role is a great opportunity to find a company focused on lasting relationships. This role can be Full Time or Part Time depending on your availability.

Sr. Tax Associate Salary:
$90-150k Annual Salary + Bi-annual bonuses

Jr. Tax Associate Salary:
$65-85k Annual Salary + Bi-annual bonuses

Position Overview:
 
This Tax Associate will have the ability to set a flexible schedule during off season and will have the great opportunity to work within a people-oriented business to build lasting relationships. The Tax Associate will possess a love for the industry, and a demonstrated ability of learning quickly and working intimately with small offices. This role will focus heavily on the preparation of the client’s taxes at first, but responsibilities will grow with tenure in the firm.

Responsibilities of the Tax Associate:

  • Responsible for computing taxes owed by following tax code
  • Prepare simple to complex tax returns for individuals or trusts
  • Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government
  • Uncover potential deductions and credits
  • Advise against potential tax liabilities
  • Ensure clients do not pay unnecessary taxes
  • Review financial records such as income statements and documentation of expenditures
  • Interview clients to get a thorough picture of financial situation
  • Verify totals on past forms for accuracy
  • Calculate and invoice for form preparation fees
  • Consult tax law handbooks for especially difficult tax returns
  • Must be able to resolve customer complaints
  • Prepare tax returns using electronic filing software
  • Ensure a copy of the completed return is provided to the customer

Qualifications for the Tax Associate:

  • At least 3 years in tax preparation is required, 4+ years is highly preferred – compensation is commensurate with experience
  • Experience within the public accounting industry is a plus
  • Excellent customer service skills required
  • Strong written and verbal communication required
  • Strong mathematics and analytical skills required
  • Big 4 Experience preferred

Education Requirements:

  • Bachelor’s Degree required
  • A degree in Finance, Accounting, Economics or any related field preferred
  • Active CPA or EA license strongly preferred

POSITION ID: 74094

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