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Daley and Associates

Tax Associate

Daley and Associates, Cupertino

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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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