California Licensed Senior Tax Associate
Job Summary
To support a growing tax team, the full-time California Licensed Senior Tax Associate will prepare and deliver income tax returns and projections for high-net-worth clients while enjoying a flexible remote work environment.
Key responsibilities
- Prepare tax returns for high-net-worth individuals, trusts, and businesses
- Create quarterly estimates and projections, ensuring timely communication with clients
- Conduct tax research and respond to inquiries regarding tax matters and law changes
Required qualifications
- 1-3 years of public accounting experience or equivalent
- Bachelor's degree in Accounting or related field
- Moderate knowledge of tax codes and general accounting principles
- CPA and/or EA certification preferred or in progress
- Experience with CCH software, including Axcess and SafeSend, is a plus
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