Tax Associate (Irvine, CA)
Hybrid
Core
Prepare income tax returns, tax projections, and analysis for high-net-worth individuals, trusts, and businesses.
Role type
Tax Associate
Builds
Tax compliance services for high-net-worth clients
Domain
Financial services / Tax
Required skills
Tax return preparation, Tax law knowledge, Client communication, Time management, Data integrity, Multi-tasking
Preferred skills
CPA or EA license, CCH Axcess/Workflow/Practice/SafeSend experience, Public accounting experience
Responsibilities
Prepare tax returns for high-net-worth individuals, trusts, and businesses; Create quarterly estimates and projections; Respond to tax questions and notices; Coordinate with tax support staff; Stay up to date on tax law changes
Seniority
Junior to Mid-level, hands-on IC