Daley and Associates
2 days ago Be among the first 25 applicants
Tax Associate - Cupertino - Salary up to $110K DOE
Our client is a fast-growing firm in the San Francisco Bay Area that is committed to delivering top-tier tax, accounting, and advisory services through cutting-edge technology and a client-first approach. Clients range from individuals to complex entities.
This is an excellent opportunity for a Tax Associate to join a collaborative, forward-thinking team. Youll work closely with senior team members, gain hands-on experience across a variety of industries, and develop technical and interpersonal skills.
Responsibilities:
- Assist in preparing federal, state, and local tax returns for individuals, corporations, and partnerships
- Organize and review client financial documents
- Prepare supporting workpapers and documentation
- Research federal and state tax laws and monitor changes in tax regulations
- Maintain accurate client records and ensure audit readiness
Client Support & Communication:
- Respond to client inquiries regarding tax returns, notices, and compliance matters
- Work with clients to gather documentation and meet deadlines
- Communicate clearly and professionally, maintaining client confidentiality
Learning & Growth:
- Participate in training sessions and professional development initiatives
- Strengthen your knowledge of tax codes and compliance standards
Qualifications:
- Bachelor's degree in Accounting or Finance; Masters in Taxation a plus
- 25 years of experience in public accounting tax
- Progress toward CPA is highly preferred
- Knowledge of federal and state tax laws
- Strong attention to detail, time management, and communication skills
- Familiarity with tax software
Contact Erin at to apply today!
Additional Details:
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Accounting/Auditing and Finance
- Industries: Staffing and Recruiting
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