Tax Associate

Boutique wealth planning & advisory firm seeking a junior CPA to join their tax team! Location: Irvine, California (hybrid position) Salary: $70,000 – $100,000 per year Benefits No billable hours grind – avoid the crushing hours of traditional public accounting Direct mentorship from a CPA with 20+ years of experience Comprehensive health/dental/vision insurance Generous PTO 401(k) + match and more Responsibilities 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 Qualifications 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 #J-18808-Ljbffr Jobot