Location
Carlsbad
Job Type
Full-time
Posted
June 17, 2026
Job Description
Description We are looking for a detail-oriented Tax Associate to join a team in California on a contract-to-permanent basis. This position supports tax resolution matters by reviewing financial and tax documentation, preparing case materials, and coordinating with tax authorities. The role is ideal for someone who can manage multiple files accurately while contributing to a high standard of client service.
Responsibilities:
• Work alongside experienced tax professionals to help shape and carry out effective resolution plans for client matters.
• Support new client intake by gathering documentation and helping move engagements smoothly into active service.
• Examine tax returns, account transcripts, financial records, and banking documents to identify facts relevant to each case.
• Communicate with federal and state tax agencies under authorized representation to obtain information and assist with case progress.
• Prepare materials for resolution programs such a...
Responsibilities:
• Work alongside experienced tax professionals to help shape and carry out effective resolution plans for client matters.
• Support new client intake by gathering documentation and helping move engagements smoothly into active service.
• Examine tax returns, account transcripts, financial records, and banking documents to identify facts relevant to each case.
• Communicate with federal and state tax agencies under authorized representation to obtain information and assist with case progress.
• Prepare materials for resolution programs such a...