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Tax Associate: Path in Integrated Tax & Planning

Job in Sunnyvale, Santa Clara County, California, 94087, USA
Listing for: Potentia Tax
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Tax Accountant, Accounting & Finance
  • Accounting
    Tax Accountant, Accounting & Finance
Job Description & How to Apply Below
Position: Tax Associate: Growth Path in Integrated Tax & Planning
A financial services firm in California seeks an experienced Tax Preparer to join their growing team. The ideal candidate will prepare 1040 tax returns with accuracy, utilize Lacerte software, and support other team members while managing client relationships.

This role offers significant opportunities for professional growth in a collaborative environment focused on excellence and client impact. Competitive salary and flexible schedules are provided.
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Position Requirements
10+ Years work experience
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