Tax Associate

We are looking for a detail-oriented Tax Associate to join our team in Santa Barbara, California. This contract position offers an excellent opportunity to work closely with high-net-worth clients and gain hands-on experience in tax preparation and compliance. You will play a key role in preparing and reviewing various tax returns, conducting research, and collaborating with team members to ensure accurate and timely filings.

Responsibilities:
• Prepare federal and state tax returns for individuals, corporations, partnerships, and trusts, ensuring compliance with all relevant regulations.
• Analyze client financial documents and tax-related information to verify accuracy and completeness.
• Conduct thorough tax research to support complex preparation tasks and identify planning opportunities.
• Communicate with clients to address inquiries and provide guidance on tax documentation requirements.
• Collaborate with team members to manage deadlines and prioritize client projects effectively.
• Stay informed about changes in tax laws and regulations to ensure compliance and identify potential savings strategies.
• Participate in special projects such as estate planning, audits, and advanced tax planning initiatives.
• Support the review of tax returns and assist in mentoring entry-level staff as you gain expertise.

Qualifications:
• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• At least 1-3 years of experience in tax preparation or a related accounting role, including internships.
• Strong knowledge of tax principles, preparation techniques, and accounting practices.
• Proficiency in Microsoft Office Suite and familiarity with Windows operating systems.
• Experience with tax software such as Lacerte, ProSystem fx, Axcess, or QuickBooks is preferred.
• Excellent organizational skills and attention to detail to manage multiple tasks effectively.
• Strong communication abilities, both written and verbal, with a client-focused approach.
• Ability to work independently and collaboratively within a team environment.