Tax Associate jobs in United States
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Robert Hall & Associates · 1 month ago

Tax Associate

Robert Hall & Associates is California’s most trusted tax firm, serving over 10,000 clients annually. They are seeking a detail-oriented Tax Associate to ensure accurate and compliant tax returns while providing a supportive client experience throughout the tax filing process.

AccountingFinancial Services

Responsibilities

Prepare and file tax documents, including individual and business income tax returns
Check documents, financial statements, and filings for errors or inconsistencies
Meet with clients to review their tax situation, gather information, and answer questions
Work with clients to organize and collect necessary tax documentation
Provide support to clients through the tax filling process
Assist clients in responding to IRS or state notices, audits, collections, and related issues
Communicate clearly with clients to explain tax requirements and address concerns
Support the team during peak filing seasons, maintaining both speed and accuracy
Perform other clerical and administrative duties as necessary to support the office
Ensure all returns are filed on time and in accordance with federal, state, and local regulations

Qualification

Tax preparation experienceClient communication skillsAttention to detailBachelor’s degree in FinancePreparer Tax Identification NumberEnrolled Agent statusQuickBooks familiarityProfessionalismBilingual communicationEmotional intelligenceIntegrity

Required

Client Facing Role
Have prior experience in tax preparation (or industry) or a related accounting role
Bring strong integrity, professionalism, and a client-first mindset
Have excellent written and verbal communication skills
Pay close attention to detail and accuracy in all your work
Can prioritize and manage multiple clients and deadlines
Use emotional intelligence and people skills to make clients feel understood and supported

Preferred

Hold a Bachelor's degree in Finance, Accounting, or Business Administration
Maintain a valid Preparer Tax Identification Number (PTIN)
Are an Enrolled Agent or actively pursuing EA status
CTEC License
Bookkeeping experience
Are familiar with QuickBooks software and Generally Accepted Accounting Principles (GAAP)
Offer bilingual communication skills
Can translate complex financial information into clear, client-friendly language

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plans Available
Paid Time Off (80 vacation hours annually + 40 sick hours annually)
11 Paid Holidays Off
12 Employee Events Throughout the Year
Overtime & Double Overtime Opportunities
Bonus Opportunities
Lunch & Dinner Provided During Tax Season

Company

Robert Hall & Associates

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Since 1971, Robert Hall & Associates has built a reputable track record helping clients of all sizes with daily accounting and tax issues.

Funding

Current Stage
Growth Stage

Leadership Team

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Jhoanne Soledad
Executive Assistant To Chief Executive Officer
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Robert Hall, Founder
Founder
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Company data provided by crunchbase