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Tax Associate

Date Posted: Nov 03, 2026
Yearly: USD - USD

Job Detail

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    Location Santa Ana, Baja California, United States of America
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    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
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    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
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    Apply Before: Feb 01, 2027

Job Description

Overview

Job Description Job Description An Orange County based (small) CPA firm is seeking a Full Time Tax Associate to join their team. Working directly with the Owner, the Tax Manager and the Senior Tax Accountant, the Tax Associate will be an integral team member in both tax compliance and planning services to high net worth individuals and their entities. This is a great role for a Tax Associate with minimum tax experience looking to gain valuable tax knowledge and build a career path as a tax professional.Responsibilities would include:Preparing and reviewing individual and business corporate and partnership returns. 1+ years of relevant experience in public accounting or a combination of corporate tax and public accounting experience, required.Assist in preparation of miscellaneous filings such as 1099 year-end tax information reporting; annual business license and personal property tax returns.Demonstrates strong organizational skills, including the ability to meet all deadlines and commitments.Direct client contact to gather and review relevant client data and source documents for all types of engagements Company Description Financial Advocates, Inc., is a small Orange County-based CPA Firm servicing high net worth individuals and businesses for 20+ years. We are a full-service accounting firm, assisting individuals and businesses with their accounting, financial planning and tax affairs, allowing our clients to focus on developing their businesses and accomplishing their goals. At Financial Advocates we strive to develop intellectual capacity by maintaining an environment that challenges professionals to expand their knowledge base with a focus on value-added, consultative services. With the entire staff of Financial Advocates sharing our vision of distinctive quality, personalized assistance and unparalleled customer service for our clients, we are headed for greater success and are looking to add talented individuals to our team. Company Description Financial Advocates, Inc., is a small Orange County-based CPA Firm servicing high net worth individuals and businesses for 20+ years. We are a full-service accounting firm, assisting individuals and businesses with their accounting, financial planning and tax affairs, allowing our clients to focus on developing their businesses and accomplishing their goals. At Financial Advocates we strive to develop intellectual capacity by maintaining an environment that challenges professionals to expand their knowledge base with a focus on value-added, consultative services. With the entire staff of Financial Advocates sharing our vision of distinctive quality, personalized assistance and unparalleled customer service for our clients, we are headed for greater success and are looking to add talented individuals to our team.

Key responsibilities

Not specified in the original listing.

Required skills

  • Accounting

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Santa Ana, Baja California, United States of America

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