Job Posting: Tax Associate (In-Person Role)A growing financial services firm is seeking an experienced and motivated Tax Associate to join its collaborative team. This full-time, in-office position offers schedule flexibility, competitive compensation, and the opportunity to make a meaningful impact while working alongside seasoned professionals in a supportive and growth-oriented environment. About the Role:The Tax Associate will be responsible for preparing and reviewing a wide range of tax filings, managing client engagements, and representing clients before tax authorities. The ideal candidate is a credentialed tax professional with strong technical skills, a commitment to excellence, and a collaborative mindset. Key Responsibilities:<ul><li>Prepare and review individual and business tax returns, including 1040s, S-Corps, C-Corps, Partnerships, Fiduciary, and Non-Profit filings.</li><li>Provide high-quality, personalized service to clients.</li><li>Manage client engagements with professionalism and responsiveness.</li><li>Represent clients before the IRS and state tax agencies for audits, collections, and correspondence.</li><li>Conduct tax research and provide strategic guidance.</li><li>Maintain compliance with all relevant tax laws and regulations.</li><li>Contribute to process improvements and internal system enhancements.</li><li>Maintain organized and accurate records of client documents and communications.</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Qualifications – Required:<ul><li>5+ years of experience in tax preparation.</li><li>Enrolled Agent (EA) designation or IRS-recognized credential (CPA, CRTP, AFSP, or Attorney).</li><li>Proficiency in Lacerte, Excel, Adobe, and project management tools.</li><li>Experience handling IRS/FTB correspondence and phone calls.</li><li>Strong client communication and interpersonal skills.</li><li>High attention to detail and accuracy.</li><li>Ability to work 100% in-office.</li><li>Strong organizational and collaborative skills.</li></ul>Qualifications – Preferred:<ul><li>5+ years of bookkeeping experience.</li><li>Ability to complete 1040 returns independently.</li><li>Advanced degree in Accounting or Taxation.</li><li>Active or renewable PTIN or CAF.</li><li>Familiarity with QuickBooks Online and CRM systems.</li><li>Residence near the office.</li></ul>Excited about this role? We’d love to hear from you!Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

San Jose, CA
remote
Permanent
80000.00 - 100000.00 USD / Yearly
Job Posting: Tax Associate (In-Person Role)A growing financial services firm is seeking an experienced and motivated Tax Associate to join its collaborative team. This full-time, in-office position offers schedule flexibility, competitive compensation, and the opportunity to make a meaningful impact while working alongside seasoned professionals in a supportive and growth-oriented environment. About the Role:The Tax Associate will be responsible for preparing and reviewing a wide range of tax filings, managing client engagements, and representing clients before tax authorities. The ideal candidate is a credentialed tax professional with strong technical skills, a commitment to excellence, and a collaborative mindset. Key Responsibilities:<ul><li>Prepare and review individual and business tax returns, including 1040s, S-Corps, C-Corps, Partnerships, Fiduciary, and Non-Profit filings.</li><li>Provide high-quality, personalized service to clients.</li><li>Manage client engagements with professionalism and responsiveness.</li><li>Represent clients before the IRS and state tax agencies for audits, collections, and correspondence.</li><li>Conduct tax research and provide strategic guidance.</li><li>Maintain compliance with all relevant tax laws and regulations.</li><li>Contribute to process improvements and internal system enhancements.</li><li>Maintain organized and accurate records of client documents and communications.</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-09-03T00:54:08Z