Experienced Associate

Department: Tax


Performs day-to-day tax functions for clients.


Los Angeles, Newport Beach, San Francisco, Sacramento, San Diego

Core Responsibilities

  • Complete assigned tasks / jobs
  • Learn the growth process (identify and communicate growth)
  • Identify and help solve engagement (job) technical issues, anomalies, non-routine items
  • Collaborate and communicate with client and team members in a professional manner
  • Actively sit and pass CPA examination

Essential Functions

  • • Works with the tax team to prepare and learn to review business and individual tax returns.
  • Provides timely, high quality client service that meets or exceeds client expectations.
  • Recognizes and informs senior management of opportunities to increase level and types of services to clients.
  • Ensures professional development through ongoing education and obtaining additional certifications as appropriate.
  • Handles routine client tax questions, and works with clients to collect necessary information for tax return completion and compliance.
  • Stays informed about Firm capabilities other than tax compliance area, and promotes these activities to clients when appropriate.
  • Completes research and special projects as needed.
  • Continue developing technical skills with emphasis on developing an area of expertise.
  • Gain experience to begin to delegate work to staff and able to review tax returns. The amount and complexity of work delegated will depend on experience level.
  • Maintain excellent relations with client.
  • Communicate with supervisor regarding work-load and project status.

Nonessential Functions

  • Performs other duties as assigned from time to time by Seniors, Managers, or Partners.

Working Conditions

  • Overtime during busy season.
  • Minimal Hazards.
  • Travel to client sites overnight may be required

Minimum Qualifications

  • Bachelor’s degree with a major in accounting or related field required
  • CPA preferred. If not a CPA, must meet educational requirements to sit for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location
  • Minimum of 1 year of related experience and 2-3 years of experience in public accounting preferred.
  • Previous experience in a public accounting firm preferred
  • Experience serving the cannabis industry preferred
  • Masters in Tax preferred
  • Knowledge of CCH Prosystems is preferred
  • Knowledge and understanding of accounting including bookkeeping and journal entry preparation preferred
  • Excellent customer service skills (internal and external)
  • Creative problem solving and research skills
  • Strong written and verbal communication and interpersonal skills
  • Able to work effectively both as part of a team and independently
  • Highly motivated and interested in taking the initiative for personal growth and development
  • Able to handle multiple priorities, tasks and simultaneous projects
  • Ability to travel to client locations which may include occasional overnight stays •
  • Ability to work overtime as needed
  • Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Success Factors

  • Ability to perform several tasks concurrently with ease and professionalism.
  • Ability to communicate clearly and concisely, verbally and in writing, in English.
  • Must be able to keep client matters strictly confidential.
  • Must have excellent interpersonal skills and customer service skills.