Top 359 Tax associate Jobs in Costa Mesa Ca

Tax Planner Associate
Pure Financial Advisors, LLC —Irvine, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Tax Support Associate – Retail
Intuit —Irvine, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Chief Legal and Compliance Officer
St. Jude Neighborhood Health Centers —Orange, CA
- $149,008 - $209,110 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Paid parental leave
Quick Apply
9d
Tax Support Associate – Retail
Intuit —Costa Mesa, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Support Associate – Retail
Intuit —Anaheim, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Associate – TurboTax Store
Intuit —Irvine, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Associate – In-Store
Intuit —Costa Mesa, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Associate – TurboTax Store
Intuit —Newport Beach, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Associate – In-Store
Intuit —Irvine, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Associate – TurboTax Store
Intuit —Anaheim, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Associate – In-Store
Intuit —Santa Ana, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Associate – TurboTax Store
Intuit —Costa Mesa, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Associate – In-Store
Intuit —Newport Beach, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Support Associate – Retail
Intuit —Yorba Linda, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Payroll Specialist * High Volume Retail * UKG Pro/WFM Experience Required
Daiso USA —California
- Remote
- Mid-level
- 3 years
- Finance
- Paid holidays
- Disability insurance
Quick Apply
Corporate Associate Attorney (5+ years) -- M&A, Financing, Venture Capital and more
Leoforce —Cerritos, CA
- $150,000 - $350,000 a year
- 5 years
- Contracts
- Senior level
- Profit sharing
- Opportunities for advancement
Quick Apply
6d
Senior Financial Analyst- Hybrid in Cerritos, CA (Acute Care/Hospital Setting Experience Required)
Avanti Hospitals —Cerritos, CA
- $83,428.80 - $122,636.80 a year
- Hybrid work
- Management
- Computer literacy
- HIPAA
- Health insurance
Quick Apply
Senior Tax Manager - California Resident
Robert Lee & Associates, LLP —California
- $150,000 - $195,000 a year
- Full-time
- Remote
- CPA
- Customer service
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
Tax & Estate Planning Attorney
Leoforce —Irvine, CA
- $150,000 - $250,000 a year
- 5 years
- Senior level
- Communication skills
- Health insurance
- 401(k)
Quick Apply
3d
Senior Tax Manager
Softcom Systems, Inc —Orange, CA
- $250,000 - $280,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mentoring
- Health insurance
- Dental insurance
Quick Apply

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Tax Planner Associate

Pure Financial Advisors, LLC
Irvine, CA

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Financial planning
Wealth management
Research
Bloomberg
Bachelor's degree
Forecasting

Full Job Description

Pure Financial Advisors, LLC is a fee-only registered investment advisor (RIA) located in San Diego, CA. We are seeking an experienced tax professional to join the Tax Planning department in our San Diego office.

This position’s primary focus will be to review tax returns and prepare tax projections as part of our comprehensive financial planning process for clients.

This position will also interact with our Planning Department and Financial Advisors.

Responsibilities:

· Review and understand tax documents, related tax information, and applicable financial planning data with an ability to identify anomalies, errors, and opportunities.

· Analyze data & provide projections of future tax outcomes based on current financial information and tax-optimized recommendations for active and prospective clients.

· Research tax information and pending legislation and translate it to understandable, actionable information for relevant departments and clients.

· Ensure that all workload and responses are completed in a timely fashion.

· Follow-up with Planners and Advisors as needed to ensure that necessary data inputs are clear and complete.

· Draft written explanations of tax information directed to clients.

· Participate in internal tax-related meetings/training, as needed.

Qualifications:

· Bachelor’s degree preferred. JD, EA, CFP, CPA or similar is helpful.

· Recent experience in the individual income tax industry

· Basic understanding of individual income tax returns is required. Additionally, expertise in at least one additional area: pass-through entities, trusts & estates, plan administration, multi-state, or foreign reporting requirements is preferred.

· Familiarity with retirement plan types and retirement and investment planning concepts is preferred.

· Excellent written and verbal communication skills are required.

· Ability to think logically and strategically is required.

Salary & Benefits:

· This is a full-time, non-exempt position.

· Salary Range: $70,000-80,000 DOE

· Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies. Hybrid/Remote considered.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

tax associate jobs in costa mesa ca

Tax Planner Associate

Tax Support Associate – Retail

Chief Legal and Compliance Officer

Tax Support Associate – Retail

Tax Support Associate – Retail

Tax Associate – TurboTax Store

Tax Associate – In-Store

Tax Associate – TurboTax Store

Tax Associate – In-Store

Tax Associate – TurboTax Store

Tax Associate – In-Store

Tax Associate – TurboTax Store

Tax Associate – In-Store

Tax Support Associate – Retail

Payroll Specialist * High Volume Retail * UKG Pro/WFM Experience Required

Corporate Associate Attorney (5+ years) -- M&A, Financing, Venture Capital and more

Senior Financial Analyst- Hybrid in Cerritos, CA (Acute Care/Hospital Setting Experience Required)

Senior Tax Manager - California Resident

Tax & Estate Planning Attorney

Senior Tax Manager

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