Tax Associate​/Advisor

As a Tax Associate/Advisor, you will work closely with senior management to support our diverse client base. Your role will focus on:

• Tax Preparation: Prepare federal and state returns for corporations, partnerships, trusts and individuals in an effective and timely fashion using tax software, may include assistance in quarter payroll tax reports and bookkeeping
• Accounting Support: Assist with quarterly payroll tax reports and bookkeeping tasks as needed.
• Tax Planning Support: Analyze and develop customized tax strategies using our advanced tax planning software for new and existing clients
• Research: Perform tax research projects accurately and efficiently; assist with IRS and state tax audits
• Client Communication: Communicate clearly with clients (verbally and in writing) in both English and Mandarin to gather information and provide status updates.
• Teamwork: Show initiative, manage client projects, tax deadlines, and work as a team player at all levels
• Professional Development: Stay up to date with tax changes and maintain continuing education requirements to grow into a senior advisory role.

• Education: Bachelor’s or Master’s degree in Accounting or Taxation is required.
• Experience: Minimum 2 years of experience in tax preparation or public accounting.
• Language:
  Bilingual in Chinese Mandarin (Required for client communication).
• Software: Proficient in Microsoft Word and Excel.
  
  Experience with
  Drake, Ultra Tax, or Quick Books is a significant plus.
• License: EA (Enrolled Agent) or CPA candidate is highly preferred.
• Hybrid Work: Flexible schedule and remote work options.
• 401(k) Matching: Retirement savings plan with company matching.
• Professional Support: Continuing education (CPE) credits and license reimbursement.
• Family Leave: Paid leave for family-related needs.