Top 243 Tax associate Jobs in Mission Viejo, 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 Senior Associate, Corporations & Provisions
KPMG —Irvine, CA
- $81,130 - $164,565 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Tax Senior Associate, Operating Partnerships
KPMG —Irvine, CA
- $81,130 - $164,565 a year
- Full-time
- Mid-level
- Microsoft Office
- 3 years
- Disability insurance
- Health insurance
1d
Associate - Tax Services
ASPIRIANT LLC —Irvine, CA
- $29.80 - $42.79 an hour
- Full-time
- Hybrid work
- Computer literacy
- Research
- Office
- Health insurance
- 401(k) matching
Quick Apply
Associate Trader
CAPTRUST —Costa Mesa, CA
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Disability insurance
Entry Accounting Associate
South County Lexus —Mission Viejo, CA
- $16.90 - $19.90 an hour
- Full-time
- Dealership
- Research
- Contracts
- Dental insurance
- 401(k)
Quick Apply
Tax Associate
H&R Block —Mission Viejo, CA
- $16.65 - $20.55 an hour
- Weekends as needed
- Office
- Finance
- High school diploma or GED
- Health insurance
- Employee assistance program
3d
Part-Time Accountant / Bookkeeper- Contract
Auzo Inc. —Orange County, CA
- $40 - $55 an hour
- Contract
- Hybrid work
- Mid-level
- 3 years
- Associate's degree
Finance & Accounting Associate
TERMINAX —Irvine, CA
- $20 - $28 an hour
- Full-time
- No background check
- English
- Research
- Health insurance
- Dental insurance
Quick Apply
ESTATE & TAX PLANNING ASSOCIATE
Frost Brown Todd LLP —Newport Beach, CA
- Entry level
Accounting Associate
CTR America —Irvine, CA
- $55,000 - $65,000 a year
- Full-time
- Computer literacy
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
CRE Credit Analyst - Irvine, CA
California Bank & Trust —Irvine, CA
- $39 - $48 an hour
- Word processing
- Research
- Mid-level
- Profit sharing
- Paid training
Tax Support Associate – Retail
Intuit —Lake Forest, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Associate – TurboTax Store
Intuit —Lake Forest, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
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
6d
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
6d
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
6d
Senior Bookkeeper
Confidential —Santa Ana, CA
- $25 - $35 an hour
- Full-time
- Research
- Mid-level
- Office
Quick Apply
14d
Tax Associate – In-Store
Intuit —Tustin, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Financial Advisor
Edward Jones —Laguna Niguel, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training

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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 mission viejo, ca

Tax Planner Associate

Tax Senior Associate, Corporations & Provisions

Tax Senior Associate, Operating Partnerships

Associate - Tax Services

Associate Trader

Entry Accounting Associate

Tax Associate

Part-Time Accountant / Bookkeeper- Contract

Finance & Accounting Associate

ESTATE & TAX PLANNING ASSOCIATE

Accounting Associate

CRE Credit Analyst - Irvine, CA

Tax Support Associate – Retail

Tax Associate – TurboTax Store

Tax Support Associate – Retail

Tax Associate – TurboTax Store

Tax Associate – In-Store

Senior Bookkeeper

Tax Associate – In-Store

Financial Advisor

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