California Licensed Senior Tax Associate

Job Summary

California Licensed Senior Tax Associate, responsible for preparing and reviewing complex tax returns, supporting client relationships, and mentoring other preparers in a full-time remote position.

Key Responsibilities

• Prepare and review accurate tax returns for individuals, businesses, and complex entities
• Serve as a client relationship manager and respond to communications within 24 hours
• Research tax rules and identify planning opportunities while mentoring other tax preparers

Required Qualifications

• 10+ years of tax preparation experience or equivalent handling complex tax work
• Enrolled Agent, CPA, CTEC, or similar tax credential
• Strong experience preparing individual, business, and entity tax returns
• Ability to research and interpret federal and California tax rules
• Experience reviewing tax returns and providing constructive feedback to preparers