Tax Associate

Job Description Job Title: Tax Associate Location: Glendale, CA Reports to: Business Services Manager/TA Lead About the Role We are seeking a high-integrity, detail-oriented Tax Associate who is as comfortable working with numbers as they are with people. In this role, you’ll not only ensure that client tax returns are accurate and compliant, but you’ll also play a key part in creating a smooth, supportive client experience. This is a dynamic position that requires both technical precision and emotional intelligence. You’ll guide clients through the process of gathering their documents, help them understand their filing requirements, and provide clarity on complex tax matters. At the same time, you’ll ensure clients feel cared for, supported, and confident in the process. Key Responsibilities Prepare and file tax documents, including individual and business income tax returns. Check documents, financial statements, and filings for errors or inconsistencies. Meet with clients to review their tax situation, gather information, and answer questions. Work with clients to organize and collect necessary tax documentation. Provide support to clients through the tax filing process. Assist clients in responding to IRS or state notices, audits, collections, and related issues. Communicate clearly with clients to explain tax requirements and address concerns. Support the team during peak filing seasons, maintaining both speed and accuracy. Perform other clerical and administrative duties as necessary to support the office. Ensure all returns are filed on time and in accordance with federal, state, and local regulations. Must Have’s Client Facing Role Experience in tax preparation (or industry) or a related accounting role. Strong integrity, professionalism, and a client-first mindset. Excellent written and verbal communication skills. Detail oriented and accurate in all work. Ability to prioritize and manage multiple clients and deadlines. Use emotional intelligence and people skills to make clients feel understood and supported. A Plus if you have Holder of a Bachelor’s degree in Finance, Accounting, or Business Administration. Valid Preparer Tax Identification Number (PTIN). Enrolled Agent or actively pursuing EA status. CTEC License. Bookkeeping experience. Familiarity with QuickBooks software and Generally Accepted Accounting Principles (GAAP). Bilingual communication skills. Ability to translate complex financial information into clear, client-friendly language. Benefits $26–$40 per hour on average, including base pay and bonus. Medical Insurance Dental Insurance Vision Insurance Life Insurance Retirement Plans Available Paid Time Off (80 vacation hours annually + 40 sick hours annually) 11 Paid Holidays Off 12 Employee Events Throughout the Year Overtime & Double Overtime Opportunities Bonus Opportunities Lunch & Dinner Provided During Tax Season Why This Role Matters As a Tax Associate, you are on the front lines of tax preparation and compliance. The accuracy and care you bring to each return not only protects clients from errors and penalties but also builds their confidence and trust in our firm. By supporting clients through document collection, filing, and even IRS or state correspondence, you help relieve the stress of tax season and create a positive experience. Your role bridges technical tax work with human connection, making you essential to both client satisfaction and the firm’s reputation for excellence. #J-18808-Ljbffr Robert Hall & Associates