Tax Associate

Boutique wealth planning & advisory firm seeking a junior CPA to join their tax team!This Jobot Job is hosted by: Zach AllisonAre you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.Salary: $70,000 - $100,000 per yearA bit about us:An established wealth planning & advisory firm is seeking a motivated Tax Accountant who recently earned their CPA and is looking to build a career in tax compliance, planning, and advisory services.This role offers strong mentorship, hands-on client exposure, and the opportunity to work with both individuals and closely held businesses. The ideal candidate is detail oriented, analytical, and interested in developing both technical tax skills and client advisory experience.This is a hybrid position based in Irvine, California.Why join us?No billable hours grindAvoid the crushing hours of traditional public accountingDirect mentorship from a CPA with 20+ years of experienceComprehensive health/dental/vision insurance Generous PTO 401(k) + matchAnd moreJob DetailsResponsibilities:

• Prepare federal and state tax returns including 1040, 1065, 1120-S, and 1120
• Assist with quarterly tax projections and estimated tax payments
• Maintain organized tax workpapers and supporting documentation
• Ensure compliance with federal and state tax regulations
• Identify potential tax savings opportunities during return preparation
• Conduct tax research and summarize findings related to IRS guidance and tax regulations
• Assist with tax planning strategies for individuals and business clients
• Support senior professionals in preparing tax planning analyses and projections
• Review financial statements and accounting records in preparation for tax filings
• Assist with reconciliations and bookkeeping review when needed
• Maintain accurate client records and documentation
• Communicate with clients to request information and clarify documentation
• Participate in client meetings when appropriate
• Prepare follow-up documentation and collaborate with internal team members

Requirements:

• Active CPA license or recently obtained CPA
• 0 to 4 years of experience in tax or public accounting
• Bachelor’s degree in Accounting, Finance, or a related field
• Knowledge of federal and state tax regulations
• Strong analytical and problem solving skills
• High level of attention to detail
• Strong written and verbal communication skills

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button._{Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy}