Top 103 Tax associate Jobs in San Diego Ca

Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Tax Advisor
H&R Block —Solana Beach, CA
- Part-time
- CPA
- Sales
- 5 years
- Employee stock purchase plan
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —San Diego, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Accountant I
San Diego State University —San Diego, CA
- $4,570 - $6,658 a month
- Overtime
- Background check
- Oracle
- Word processing
- Paid holidays
- Disability insurance
7d
Accountant I
California State University —San Diego, CA
- Overtime
- Background check
- Oracle
- Word processing
- Paid holidays
- Disability insurance
6d
Pre-Season Tax Professional
H&R Block —San Diego, CA
- $17.75 - $80.00 an hour
- Full-time
- Windows
- High school diploma or GED
- Business development experience
- Health insurance
- Employee assistance program
Specialized Tax Services - Research & Development Tax - Senior Associate
PRICE WATERHOUSE COOPERS —San Diego, CA
- $77,000 - $214,000 a year
- Full-time
- Management
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
Senior Tax Associate - Full Time, Remote
Profitwise Accounting —San Diego, CA
- $80,000 - $120,000 a year
- Overtime
- Remote
- CPA
- Research
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
Application Tax Preparer
Mann & Associates, APC —San Diego, CA
- $90,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Free parking
- Health insurance
Quick Apply
Senior Accounting Associate (Full Time - Remote)
Profitwise Accounting —San Diego, CA
- $55,000 - $80,000 a year
- Overtime
- Remote
- Mid-level
- 3 years
- Finance
- Paid training
- Paid holidays
Quick Apply
HR Payroll Administrative Assistant - Sunroad Auto Shared Services
Sunroad Automotive —San Diego, CA
- $26.75 - $31.00 an hour
- Full-time
- Background check
- Pass drug screening
- Office
- AD&D insurance
- Paid holidays
Quick Apply
Senior Tax Associate (California)
Mercer Advisors —San Diego, CA
- $90,000 - $105,000 a year
- Weekends as needed
- Hybrid work
- CPA
- Data analysis skills
- Research
- Paid parental leave
- Health savings account
Quick Apply
2d
Tax Planner Associate
Pure Financial Advisors, Inc. —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Investment Operations Associate
Northwestern Mutual Portland —San Diego, CA
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Paid time off
Quick Apply
6d
Transfer Pricing Senior Associate
PRICE WATERHOUSE COOPERS —San Diego, CA
- $77,000 - $214,000 a year
- Finance
- Bachelor's degree
- Mentoring
- Paid holidays
- Health insurance
Accounting Associate
Flores Financial Services Inc —Santee, CA
- $20.86 - $28.22 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
9d
Portfolio Analyst/Associate - SMA/Municipals
PIMCO —San Diego, CA
- $90,000 - $105,000 a year
- Online Application
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health insurance
Venture Services Associate
Neon Redwood —San Diego, CA
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Payroll & Benefits Administrator
SonderMind —San Diego, CA
- $68,000 - $75,000 a year
- Full-time
- Hybrid work
- Mid-level
- Continuous improvement
- Travel
- Commuter assistance
- Paid parental leave
Quick Apply
10d
Service Operations Associate (San Diego, CA)
Mercer Advisors —San Diego, CA
- $28 - $34 an hour
- Monday to Friday
- Microsoft Word
- Microsoft Outlook
- Office
- Paid parental leave
- Health savings account
Quick Apply

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tax associate jobs near san diego ca

Tax Planner Associate

Pure Financial Advisors, LLC
San Diego, 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 san diego ca

Tax Planner Associate

Tax Advisor

Financial Advisor

Accountant I

Accountant I

Pre-Season Tax Professional

Specialized Tax Services - Research & Development Tax - Senior Associate

Senior Tax Associate - Full Time, Remote

Application Tax Preparer

Senior Accounting Associate (Full Time - Remote)

HR Payroll Administrative Assistant - Sunroad Auto Shared Services

Senior Tax Associate (California)

Tax Planner Associate

Investment Operations Associate

Transfer Pricing Senior Associate

Accounting Associate

Portfolio Analyst/Associate - SMA/Municipals

Venture Services Associate

Payroll & Benefits Administrator

Service Operations Associate (San Diego, CA)

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