Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Associate

Full-time

Focus Partners Wealth

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.

Primary responsibilities:

  • Analyze, review and compile tax return data.
  • Prepare federal, state and local income tax returns for individuals and businesses.

  • Prepare extensions and assist with tax notices as needed.

  • Prepare quarterly tax estimates and assist with tax projections.

  • Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.

  • Gain technical knowledge by researching and learning tax laws as required.

  • Analyze client information and offer recommendations for reducing client tax liabilities.

  • Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.

  • Operate in a fully compliant manner to protect clients’ and the firm’s information.

  • Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.

Qualifications:

  • A Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.
  • A demonstrated focus on preparing individual, S-corporation and partnership tax returns.

  • Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.

  • Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.

  • Notable attention to detail, self-initiated follow-through, and outstanding time management.

  • Ability to work individually and in a team atmosphere.

  • The willingness and ability to work additional hours, as needed, during busy season.

Preferred Qualifications:

  • CPA, CPA candidate or EA granting the ability to represent clients before the IRS.

  • Experience preparing multi-state tax returns.

  • Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Tax™ Planner.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Associate in San Jose, CA vacancy
  • $76k - $82k

    GHJ is looking for a Tax Experienced Associate WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believe We believe that collaboration is the foundation for success... 
    Suggested
    Work at office
    Local area
    Worldwide
    Flexible hours
    Day shift

    GHJ

    San Jose, CA
    8 hours ago
  • $101.2k - $129.03k

     ...technologies to create scalable, secure, and user-friendly applications. As we continue to grow, we’re looking for a skilled  Senior Tax Associate to join our dynamic team and contribute to our mission of transforming business processes through technology.  This is a... 
    Suggested
    Full time
    Local area
    Immediate start
    3 days per week

    Bright Vision Technologies

    San Jose, CA
    8 hours ago
  • $85.1k

     ...firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a...  ...Fair Chance Initiative for Hiring Ordinance. Job Description Tax Associate As a Tax Associate at Grant Thornton, your primary responsibilities... 
    Suggested
    Internship
    Seasonal work
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Flexible hours
    2 days per week

    Grant Thornton International

    San Jose, CA
    1 day ago
  • $107k - $175k

     ...Tax Associate Sagent Management is a growing and dynamic accounting and tax firm headquartered in Silicon Valley that offers accounting, tax, and management consulting services to publicly-traded companies, privately-held businesses, and high-net-worth individuals. Position... 
    Suggested
    Full time
    Local area

    Sagent Management

    San Jose, CA
    1 day ago
  • $79.2k - $94.5k

     ...why there’s nowhere like RSM. Responsibilities Preparing complex tax returns Preparing calculations of ASC740 tax provisions...  ...Qualifications Working toward the successful completion of the CPA exam—tax associates have the opportunity to obtain the audit hours required for... 
    Suggested
    Local area

    RSM US LLP

    San Jose, CA
    2 days ago
  • $80k - $100k

     ...Overview Unleash Your Potential: Senior Tax Associate at PP&Co Awaits Are you passionate about helping individuals and businesses achieve financial success? Do you thrive in a collaborative environment where integrity and excellence are paramount? If so, PP&Co. is looking... 
    Full time

    Ascend

    San Jose, CA
    4 days ago
  • $70.4k - $84k

     ...built on understanding their needs and challenges Completing tax planning and research Preparing federal and state & local...  ...current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring... 
    Work experience placement
    Local area

    RSM

    San Jose, CA
    2 days ago
  • A leading financial services provider is looking for a remote Tax Associate in San Jose, California. The role requires a minimum of 2 years of experience filing federal and state tax returns, excellent customer service skills, and proficiency with TurboTax. Associates will... 
    Remote work
    Work from home

    DEV INC

    San Jose, CA
    2 days ago
  • A leading tax software company is seeking a Tax Professional to assist customers in completing their tax filings remotely. The ideal candidate should have at least 2 years of experience preparing individual federal and state tax returns, possess a current PTIN, and demonstrate... 
    Full time
    Remote work

    DEV INC

    San Jose, CA
    2 days ago
  • $21 - $26 per hour

     ...authority and leading partner for state departments of insurance, surplus lines associations, and brokers nationwide. We’re achieving that goal by enhancing every facet of our customers reporting and tax filings through education and innovative, streamlined compliance... 
    Full time
    Remote work

    InsCipher

    San Jose, CA
    3 days ago
  • $81.13k - $164.57k

     ...become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that...  ...we stand for as a firm KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice. Responsibilities... 
    Local area

    KPMG

    Santa Clara, CA
    2 days ago
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements...  ..., automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain... 
    Full time
    H1b

    PwC

    San Jose, CA
    2 days ago
  • A leading financial services company is seeking a remote Tax Associate to assist clients in preparing their taxes. Candidates should have a minimum of 2 years of experience in filing federal and state tax returns and possess strong customer service skills. This role offers... 
    Remote job
    Work from home

    Dev

    San Jose, CA
    1 day ago
  •  ...The Tax Associate at Catalyst Family Office is an entry-level fulltime position and a critical member of a team of professionals providing a full range of tax services to clients. You will work broadly across the tax practice assisting in a variety of both strategic and... 
    Full time
    Work at office
    Remote work

    Catalyst Family Office

    Mountain View, CA
    2 days ago
  • $50 - $80 per hour

     ...Join to apply for the Tax Specialist role at Collabera This range is provided by Collabera. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $50.00/hr - $80.00/hr Job details Job Title: Global Trade Advisory... 
    Contract work
    Remote work

    Collabera

    San Jose, CA
    3 days ago
  •  ...Job Description The Tax Accountant is responsible for the preparation of corporate income, property, excise, and franchise tax returns; assists with the preparation of the monthly income tax provision for financial reporting; maintains tax depreciation, gain/loss, and... 
    Temporary work
    For contractors
    Work at office
    Local area
    Flexible hours

    California Water Service

    San Jose, CA
    4 days ago
  • $200k - $300k

     ...command, and the leadership credibility to run a high-performing global team. This role owns Record-to-Report (R2R), Treasury, and Tax — three critical pillars that underpin ChargePoint's financial integrity and capital efficiency. AR, Revenue, Payroll, Stock... 
    Temporary work
    Local area

    ChargePoint

    Campbell, CA
    13 days ago
  • $70k - $130k

     ...A premier professional services firm is seeking an entry-level Tax Associate in Mountain View, CA. This role is integral to their team, providing a range of tax services. Responsibilities include preparing income tax returns and ensuring compliance with federal and state... 
    Remote work

    Catalyst Family Office, LLC

    Mountain View, CA
    2 days ago
  • Corporate Controller Finance & Administration | San Jose, CA The Corporate Controller is a senior finance leader responsible for global accounting operations, financial reporting, and internal controls for a large tech-manufacturer company. This role ensures ...

    Finance Solutions

    Milpitas, CA
    1 day ago
  • Job Summary – Corporate Controller, Finance And Administration Location: San Jose, CA Lead all worldwide accounting operations and ensure accurate, timely, and compliant financial reporting in accordance with U.S. GAAP and SEC requirements. Oversee the preparation and ...
    Worldwide

    Largeton Group

    San Jose, CA
    1 day ago
  • $11 - $80 per hour

    A leading tax preparation firm in Milpitas, California, is seeking a Tax Advisor to provide year-round tax and business services to clients. The ideal candidate will have over 5 years of tax experience and a degree in accounting. Responsibilities include building client... 

    H&R Block

    Milpitas, CA
    15 hours ago
  •  ...Job Description Job Description Direct Counsel is representing an Amlaw 100 firm in its search for an Associate – Tax – Transactional Labor & Employment . Locations: Austin, Boston, Century City, Orange County, San Diego, San Francisco, Silicon Valley, New York... 
    Worldwide

    Direct Counsel

    San Jose, CA
    9 days ago
  •  ...Job Description Job Description Direct Counsel is representing an AmLaw 100 firm in its search for an Associate – Tax – Transactional Tax . Location: San Francisco, Silicon Valley Practice Area: Transactional Tax Experience Required: Minimum of 1... 

    Direct Counsel

    San Jose, CA
    11 days ago
  •  ...data. Job Description Manage and review U.S. federal and state tax compliance including managing the external service provider...  ...related appearance and behavior, whether or not stereotypically associated with the person’s assigned sex at birth), age, national origin,... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Remote work
    Worldwide
    Flexible hours
    Shift work

    Western Digital

    San Jose, CA
    2 days ago
  • $77k - $202k

    Industry/Sector HI X-Sector Specialism Benefits Management Level Senior Associate Job Description & Summary The Opportunity As a Health Actuary Consultant - Senior Associate, you will be part of our dynamic team within our Workforce Consulting practice, focusing... 
    Full time
    H1b

    PwC

    San Jose, CA
    8 hours ago
  • About the Role We are looking for a strong individual contributor to manage the accounting execution for Cloud, Generative AI, and technology services, alongside broader general ledger responsibilities. The role partners closely with Technical Accounting and FP&A to ensure...
    Contract work

    Adobe

    San Jose, CA
    2 days ago
  • $47.1 - $58.88 per hour

    Description Accounting Analyst Full-time San Jose, CA, US You'll be joining Adobe on a contract opportunity, employed through NextDeavor Benefits You'll Love NextDeavor offers health, vision and dental benefits for contract employees Paid sick...
    Permanent employment
    Full time
    Contract work
    Work experience placement
    Relocation

    NextDeavor

    San Jose, CA
    1 day ago
  • $74.5k - $150.3k

    Accounting Manager We are looking for a strong individual contributor to manage the accounting execution for Cloud, Generative AI, and technology services, alongside broader general ledger responsibilities. The role partners closely with Technical Accounting and FP&...
    Contract work
    Temporary work
    Local area
    Worldwide

    Adobe

    San Jose, CA
    3 days ago
  •  ...-actual variances, and assist with Net Asset Value (NAV) calculations. Compliance & Audit: Support the team during annual audits and tax filings, ensuring all financial records comply with GAAP and internal policies. Collaborative Projects: Work across departments to help... 
    Work at office

    Pegasus Tech Ventures

    San Jose, CA
    4 days ago
  • $68.64k - $95k

    Are you detail-oriented and passionate about accuracy in accounting? Do you enjoy collaborating across teams while ensuring financial processes run smoothly? As an Accounting Specialist , you will have the opportunity to support the Accounting Department with tasks related...
    Full time
    For contractors
    Work at office

    SVM

    San Jose, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Associate. Be the first to apply!