SG Inc CPA · 10 hours ago
Experienced Tax Associate
Milpitas, CA
Full-time
Onsite
Entry Level
1+ years expSG Inc CPA is a company specializing in tax services, and they are seeking an Experienced Tax Associate to join their team. The main responsibilities of this role include interviewing clients, preparing tax returns, and advising clients throughout the tax preparation process.
AccountingFinance
Responsibilities
Interview clients to gather information to prepare their taxes
Advise clients in the tax preparation process
Prepare U.S. Individual and Business tax returns
Review tax returns with the client
Attend walk-in clients and answer phone calls
Perform other tasks as and when required
Qualification
Required
Minimum 1 year of prior tax preparer experience required (no exceptions)
Bachelors' degree or a certificate course in Accounting
Excellent written and verbal communications skills required
Ability and willingness to learn new tasks as assigned
Preferred
Working knowledge of Drake Software a plus
CPA candidate preferred
Company
SG Inc CPA
We have been developing relationships with individuals, and small to mid-size companies since December 2003.
11-50 employees
H1B Sponsorship
SG Inc CPA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (1)
2021 (5)
Funding
Current Stage
Early StageLeadership Team
Asim Shamim
Partner
Shweta Garg, CPA, CTC
Founding Partner, Tax Advisor
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