Tax Associate - Prep, Individuals, CPA eligible

Tax Associate

Tax Associate

Position Overview
We are seeking a detail-oriented Tax Associate to join our tax team and support tax compliance, planning, and client advisory services. The primary purpose of this role is to prepare federal, state and local tax returns, perform tax research, assist with tax planning engagements, and communicate with clients to deliver accurate, timely and practical tax solutions. The ideal candidate will be technically strong in tax matters, client-focused, and able to collaborate across internal teams including product and sales to ensure tax implications are considered in client offerings.

Key Responsibilities

• Prepare and review individual, corporate, partnership, and fiduciary federal, state and local tax returns and related schedules accurately and on deadline.
• Conduct tax research on technical issues and develop clear, practical recommendations for clients and internal teams.
• Assist in tax planning engagements, including projection modeling, entity structuring analysis, and identification of tax-saving opportunities.
• Communicate with clients to gather information, explain tax positions, and resolve questions or issues in a professional manner.
• Collaborate with product, sales and advisory teams to evaluate tax implications of new products, client engagements, and commercial arrangements.
• Ensure compliance with tax laws and firm policies, maintain organized workpapers, and support audit readiness.
• Support mentoring and review of junior staff, providing guidance on technical matters and workflow best practices.
• Participate in process improvement initiatives and leverage technology to increase efficiency and accuracy of tax workflows.

Qualifications

• Bachelors degree in Accounting, Finance, or related field; Masters in Tax or Accounting is a plus.
• CPA license preferred; active CPA or progress toward CPA strongly desired.
• 14 years of public accounting or professional tax experience preparing individual, corporate, partnership, and fiduciary returns.
• Strong technical knowledge of federal, state and local tax rules, tax research tools, and tax compliance procedures.
• Proficiency with tax software (e.g., Lacerte, UltraTax, Drake), accounting systems (QuickBooks), and advanced Excel skills (pivot tables, complex formulas).
• Excellent written and verbal communication skills; proven ability to interact with clients and cross-functional teams professionally.
• Strong analytical, organizational and time-management skills with high attention to detail and ability to meet deadlines in a fast-paced environment.
• Preferred: experience working with or in product management or sales roles, or demonstrated ability to collaborate closely with Product Managers and Sales Executives to align tax strategy with commercial objectives.
• Preferred: experience as a Tax Associate in a public accounting firm or in-house tax team and demonstrated client relationship management skills.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 08/07/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Salary

$60000 - $90000 USD per year