Tax Associate
Jobot
Irvine, CA
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JOB DETAILS
SALARY
$70,000–$100,000 Per Year
SKILLS
Accounting, Analysis Skills, Bookkeeping, Certified Public Accountant (CPA), Communication Skills, Crushing, Dental Insurance, Detail Oriented, Documentation, Federal Laws and Regulations, Federal Tax, Finance, Financial Statements, Legal, Maintain Compliance, Mentoring, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Public Accounting, Reconciliation, Record Keeping, Research Skills, State Laws and Regulations, State Tax, Strategic Planning, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Vision Plan, Writing Skills
LOCATION
Irvine, CA
POSTED
2 days ago
This Jobot Job is hosted by: Zach Allison
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $70,000 - $100,000 per year
A bit about us:
An established wealth planning & advisory firm is seeking a motivated Tax Accountant who recently earned their CPA and is looking to build a career in tax compliance, planning, and advisory services.
This role offers strong mentorship, hands-on client exposure, and the opportunity to work with both individuals and closely held businesses. The ideal candidate is detail oriented, analytical, and interested in developing both technical tax skills and client advisory experience.
This is a hybrid position based in Irvine, California.
Why join us?
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
Job Details
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
Requirements:
- 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
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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About the Company
J
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com