Tax Associate Job in San Francisco | Wealth Enhancement Group
Overview
You will own tax preparation and compliance for high-net-worth clients, handling Form 1040, 1041, 1065, and 1120 returns. You'll work directly with advisors and clients to ensure accurate filings and support tax planning. The role sits on a collaborative team using Drake Software and other tools. This position offers a clear path to grow within a national firm, with a salary range of $80,000 to $115,000.
What You'll Do10
- 1Prepare and review individual, trust, and small business tax returns, including Form 1040, 1041, 1065, and 1120.
- 2Ensure compliance with federal, state, and local tax regulations for all client filings.
- 3Respond to client inquiries on tax documents and deadlines, coordinating with advisors to gather needed information.
- 4Review tax notices and draft responses to the IRS or state agencies for senior review.
- 5Help develop tax projections and planning strategies, researching tax issues and summarizing findings.
- 6Monitor tax law changes relevant to client portfolios and support year-end planning.
- 7Use Drake Software and other tools to prepare returns and keep client data current in CRM systems.
- 8Track filing statuses and maintain the tax dashboard to monitor preparation, notes, and revenue.
- 9Partner with IT to resolve tax software issues and improve processes.
- 10Support seasonal workload balancing and participate in firm-wide initiatives.
Requirements6
- 12+ years of experience in tax preparation or public accounting.
- 2Bachelor's degree in Finance or Accounting with a tax focus preferred.
- 3Advanced knowledge or certifications like CPA or EA preferred, or willingness to pursue CTEC registration.
- 4Strong verbal and written communication skills for client interactions.
- 5Excellent financial acuity and attention to detail.
- 6Proficiency in tax software and technology, with Drake Software a significant plus.
Salary Insight
$80 - $115k per year
Location
Required Skills
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