Junior Tax Financial Consultant

Overview

San Diego Tax & Financial Associates is a 15-year-old tax and financial advisory firm serving families and small business owners throughout San Diego County. We believe that great financial professionals are built on a strong foundation in tax — and we’re looking to develop the next generation of advisors the right way.

This is a long-term career opportunity
, not a seasonal role.

This position begins on the tax side of the business
, where you’ll learn the tax code, prepare individual and small-business tax returns, and develop the technical skills that support real financial decision-making. After tax season, your role expands into financial planning and wealth management
, supporting client plans, analysis, and long-term strategy.

We’re looking for someone who wants to grow, take ownership, and eventually become a trusted professional within the firm.

• Prepare individual (1040) and basic business tax returns
• Learn federal and state tax rules, deductions, credits, and carryovers
• Organize client data and work within tax and client-portal systems
• Assist senior advisors with research and client support

• Assist with financial planning and client analysis
• Help prepare meeting materials and plan summaries
• Learn investment fundamentals and portfolio construction
• Support ongoing client service and relationship management

• Strong math and analytical skills
• A self-starter with a strong work ethic
• Comfortable working independently and taking initiative
• Early riser —tax season starts early, and discipline matters
• Entrepreneurial mindset with an old-school, work-hard attitude
• Professional demeanor and appearance suitable for client-facing work
• Detail-oriented, reliable, and accountable

• Experience preferred
  , but recent graduates with a background in accounting, finance, economics, or a related field will be considered.
• This role may be a strong fit for a second-career professional
  , including retired or transitioning military
  , with the right mindset and discipline

• Long-term career path within the firm
• Support for the Enrolled Agent (EA) and/or CFP® path for the right candidate
• Mentorship and hands-on training in both tax and financial planning

• Competitive compensation based on experience
• 401(k) eligibility and paid holidays after a 90-day probation period
• Stable, year-round position (not seasonal)

• Fully in-office position (Carlsbad, CA)
• Professional office setting
• Client-focused, team-oriented culture

Small investment advisory firm affiliated with a Fortune 500 company.