Tax Associate

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.

• Preparing and reviewing individual and business corporate and partnership returns.
• Assist in preparation of miscellaneous filings such as 1099 year‑end tax information reporting, annual business license and personal property tax returns.
• Demonstrate 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.

• 1+ years of relevant experience in public accounting or a combination of corporate tax and public accounting experience.
• Strong organizational skills and the ability to meet all deadlines and commitments.

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.