Top 191 Tax associate Jobs in San Juan Capistrano 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 —Lake Forest, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Associate
H&R Block —San Juan Capistrano, CA
- $16.65 - $20.55 an hour
- Weekends as needed
- Office
- Finance
- High school diploma or GED
- Health insurance
- Employee assistance program
13d
Accounting Technician Apprentice - One Irvine Workforce
City of Irvine —Irvine, CA
- $56,492.80 a year
- Full-time
- Addiction Medicine
- Customer service
- Office
- On-the-job training
8d
Tax Analyst Associate (Hybrid in CA)
First American Trust, F.S.B. —Santa Ana, CA
- $26.88 - $35.83 an hour
- Full-time
- Software troubleshooting
- Mid-level
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Quick Apply
4d
Associate Trader
CAPTRUST —Costa Mesa, CA
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Disability insurance
Senior Tax Associate
JLK Rosenberger LLP —Irvine, CA
- Overtime
- Management
- CPA
- Writing skills
- Profit sharing
- Health insurance
Quick Apply
Experienced Associate - Private Accounting Solutions
Andersen —Costa Mesa, CA
- $82,000 - $90,000 a year
- Research
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Tax Assistant
Ke & Associates Consulting Inc —Irvine, CA
- $18 - $23 an hour
- Full-time
- Finance
- Bachelor's degree
- Data entry
Quick Apply
4d
Sr. Tax Associate (Income)
Hyundai Capital America —Irvine, CA
- $80,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Disability insurance
12d
Audit Associate - State and Local Government
CliftonLarsonAllen —Irvine, CA
- $65,000 - $110,000 a year
- Full-time
- Microsoft Outlook
- CPA
- Mid-level
- Health insurance
- Dental insurance
4d
Experienced Audit Associate - Non-Profit
CliftonLarsonAllen —Irvine, CA
- $65,000 - $110,000 a year
- Full-time
- CPA
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
4d
Audit Associate
Talley LLP —Orange, CA
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
- Opportunities for advancement
1d
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 Analyst Associate (Hybrid in CA)
First American Financial Corporation —Santa Ana, CA
- Software troubleshooting
- Mid-level
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
4d
Client Accounts Specialist 1
JAMS, Inc. —Irvine, CA
- $57,700 - $75,800 a year
- Full-time
- Microsoft Excel
- Basic math
- Mid-level
9d
Forensic Accounting Associate - Family Law
J.S. Held LLC —Irvine, CA
- $80,000 - $85,000 a year
- Full-time
- Microsoft Outlook
- CPA
- Ability to walk for extended periods
- Commuter assistance
- Health insurance
Quick Apply
Support Services Associate
Redwitz Inc —Irvine, CA
- $24 - $29 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
Part-Time Accountant / Bookkeeper- Contract
Auzo Inc. —Orange County, CA
- $40 - $55 an hour
- Contract
- Hybrid work
- Mid-level
- 3 years
- Associate's degree
Sr. Commercial UCC Operations Associate
Hyundai Capital America —Irvine, CA
- $80,000 - $120,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Disability insurance

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tax associate jobs near san juan capistrano ca

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 san juan capistrano ca

Tax Planner Associate

Tax Support Associate – Retail

Tax Associate

Accounting Technician Apprentice - One Irvine Workforce

Tax Analyst Associate (Hybrid in CA)

Associate Trader

Senior Tax Associate

Experienced Associate - Private Accounting Solutions

Tax Assistant

Sr. Tax Associate (Income)

Audit Associate - State and Local Government

Experienced Audit Associate - Non-Profit

Audit Associate

Entry Accounting Associate

Tax Analyst Associate (Hybrid in CA)

Client Accounts Specialist 1

Forensic Accounting Associate - Family Law

Support Services Associate

Part-Time Accountant / Bookkeeper- Contract

Sr. Commercial UCC Operations Associate

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