Top 343 Tax associate Jobs in Santa Ana 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 Associate
Talnt —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- CPA
- Research
- Mid-level
Quick Apply
Tax Support Associate – Retail
Intuit —Santa Ana, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Tax Support Associate – Retail
Intuit —Orange, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
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
9d
Tax Associate – TurboTax Store
Intuit —Santa Ana, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Tax Associate – TurboTax Store
Intuit —Tustin, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Tax Associate – In-Store
Intuit —Anaheim, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
9d
Attorney
Taylor Nelson Amitrano —Irvine, CA
- $150,000 - $225,000 a year
- Full-time
- Mid-level
- Analysis skills
- Ability to sit for extended periods
- Profit sharing
- Health insurance
Quick Apply
2d
Senior Associate, R&D Tax Credits (AMCS)
KPMG —Irvine, CA
- $85,025 - $172,615 a year
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Disability insurance
- Health insurance
Financial Services Management Trainee/ Southern California Applicants Only
New York Life —San Dimas, CA
- $70,300 - $150,000 a year
- Full-time
- Sales
- Office
- Finance
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor
Edward Jones —Laguna Niguel, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
9d
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
9d
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 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
9d
Attorney - Tax & Estate Planning - Hybrid!
Everforth, Cybercoders —Irvine, CA
- $180,000 - $235,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- US work authorization
- Health savings account
- Paid holidays
Quick Apply
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
9d
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
4d
Senior Bookkeeper
Confidential —Santa Ana, CA
- $25 - $35 an hour
- Full-time
- Research
- Mid-level
- Office
Quick Apply

I want to receive the latest job alert for tax associate in santa ana ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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 santa ana ca

Tax Planner Associate

Tax Associate

Tax Support Associate – Retail

Tax Support Associate – Retail

Tax Associate – In-Store

Tax Associate – TurboTax Store

Tax Associate – TurboTax Store

Tax Associate – In-Store

Attorney

Senior Associate, R&D Tax Credits (AMCS)

Financial Services Management Trainee/ Southern California Applicants Only

Financial Advisor

Tax Associate – In-Store

Tax Support Associate – Retail

Tax Senior Associate, Corporations & Provisions

Tax Associate – TurboTax Store

Attorney - Tax & Estate Planning - Hybrid!

Tax Associate – TurboTax Store

Tax Senior Associate, Operating Partnerships

Senior Bookkeeper

I want to receive the latest job alert for tax associate in santa ana ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected