Tax Associate

WEALTH MANAGEMENT OFFICE IN ANAHEIM AREA

Tax Associate Position Title: Tax Associate Position Type: Full-Time, Permanent Target Experience: Tax Experience Required; CTEC License Mandatory Base Compensation: $50,000 – $60,000 Base Salary + Performance Bonuses + Comprehensive Benefits Schedule: Monday - Thursday for most of the year (closed Fridays; occasional Saturday events) During tax season (February 15-April 15) Monday - Saturday. Position Summary Join our small, friendly team! A woman-owned business is looking for an Enrolled Agent or CTEC licensed Tax Associate to join their team. Tax experience is required with a future growth plan to expand into financial planning and investment services. Key Responsibilities Tax Planning & Return Preparation: Learn and execute end-to-end individual (Form 1040) and small business tax return preparation (Schedule C & E) both in person and remotely (if clients choose), scaling up to handle ~300 tax returns annually during peak tax season. Model tax-bracket optimizations and tax mitigation strategies utilizing tax software (e.g., Lacerte, Holistiplan). Client Advisory & Relationship Support: Shadow leadership in client advisory meetings, drafting follow-ups, agendas, and meeting summaries. Assist in annual review meetings, tracking client life changes, updating records, and analyzing cash flow and risk exposures. Financial Planning Expansion & Operations: Learn financial plan construction utilizing planning software (e.g., RetirementAnalyzer, Income Lab) to model retirement projections and wealth scenarios for tax planning services, or future financial planning expansion. Compliance & Best Practices: Maintain accurate, real-time records of all client interactions, transactions, and tax records in the CRM. Ensure all client work adheres to legal, ethical, and industry regulatory standards. Candidate Qualifications Credentials: Must possess an active, unrestricted credential: Enrolled Agent or CTEC required upon hire. Willingness to pursue advanced designations (such as Enrolled Agent, Series 65, or CFP®) as the role expands into financial planning (100% sponsored by the office). Experience: Prior tax preparation experience required. Education: Bachelor’s degree in Accounting, Finance, Economics, or a related business field preferred. Growth Mindset: Strong desire to deliver high-quality tax returns while developing expertise in financial planning and investment management. Core Competencies: High emotional intelligence, empathy, meticulous attention to detail, and strong written and verbal communication skills. Base Salary: $50,000 – $60,000 annually. 100% Credential Sponsorship: Fully funded exam preparation materials, testing fees, and professional dues for advanced designations (EA, Series 65, or CFP®). Performance Incentives: Seasonal bonus based on performance. Comprehensive Benefits: Competitive benefits including 401(k) + match, PTO, Medical, Education or Student Loan assistance. Schedule: Monday - Thursday for most of the year (closed Fridays; occasional Saturday events) During tax season (February 15-April 15) Monday - Saturday. #J-18808-Ljbffr Slaten Wealth Management