January 2027 Tax Associate

Responsibilities

• Developing a well-rounded tax foundation through income tax planning and return preparation for a variety of clients (individual, fiduciary, partnership, corporate and not-for-profit)
• Attending client meetings and engagement planning meetings
• Preparing quarterly estimates using appropriate techniques
• Implementing federal, state, and foreign tax minimization strategies
• Growing your understanding of the tax law and line-item components of a tax return
• Sharpening your accounting skills by creating financial statements from bank statements, booking journal entries, generating personal balance sheets/net worth statements, etc.
• Assisting businesses with provisions, international tax issues, multi-state issues, and mergers and acquisitions, amongst other specialized services
• Helping individuals build their legacies through estate and gift tax planning as well as charitable giving and philanthropy services

Qualifications

• Enrolled in a Bachelor's and/or Master's program with a concentration in accounting
• Final graduation date between July 2026 and December 2026
• Educational requirements for California CPA licensure completed prior to start date
• A minimum overall GPA of 3.2, with a higher major GPA preferred
• Accounting courses must be completed for a letter grade
• Demonstrates clear, professional written and oral communication

Benefits

The salary range for this role is $85,000 - $97,000. The pay range reflects the San Francisco Bay Area and compensation will be adjusted for each candidate based on their individual geographic location of work.