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We are looking for an experienced Tax Associate to join our team in Los Gatos, California. In this role, you will be responsible for preparing and reviewing individual tax returns while ensuring compliance with tax regulations. This position requires strong attention to detail and a thorough understanding of tax preparation processes. This is a unique position for work life balance - max 40 hours in busy season, and a minimum of 6 hours outside of Tax season - which can be remote!
Job Responsibility:
Prepare and review individual tax returns for accuracy and compliance with current tax laws
Ensure all tax documents and filings meet required deadlines and standards
Conduct in-depth analyses of financial data to identify tax-saving opportunities
Collaborate with clients to gather necessary financial information and address tax-related inquiries
Stay updated on changes in tax regulations and ensure compliance in all filings
Utilize Lacerte Tax Software to efficiently complete tax preparation tasks
Assist in resolving discrepancies or issues related to tax filings
Provide guidance and recommendations to clients for optimizing their tax situations
Maintain accurate records of all tax documents and correspondence
Requirements:
A minimum of 3 years of experience in tax preparation, with a focus on individual tax returns
CPA or EA is required
Proficiency in Lacerte Tax Software or similar tax preparation tools
Strong knowledge of federal and state tax regulations
Excellent analytical and problem-solving skills
Ability to manage multiple tasks and meet strict deadlines
Strong communication skills for client interaction and collaboration
High attention to detail and organizational skills