About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

As a Tax Associate with our confidential client you will prepare tax returns, perform research to support filings, build reliable workpapers, and support clients with clear, professional communication. This role emphasizes accuracy, learning, and career growth under the mentorship of senior tax practitioners.

• Tax Preparation & Compliance

• Prepare federal, state, and local returns for individuals, corporations, partnerships, and other entity types.

• Gather and organize client financial information and identify missing items before review.

• Build workpapers, supporting schedules, and documentation that others can follow.

• Meet filing deadlines for returns and extensions.

• Research federal, state, and local tax issues and document sources.

• Track changes in tax law and apply updates to client engagements.

• Maintain client files and records to a standard that holds up under audit.

• Client Support

• Answer client questions on returns, notices, and general tax matters; escalate issues beyond your level.

• Collect required information from clients to keep filings on schedule.

• Communicate professionally and protect client confidentiality.

• Learning & Development

• Develop depth in tax law, regulations, and practical tax preparation.

• Use internal training and reviewer feedback to improve technical skills.

• Share process improvements and help raise team standards.

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Who You Are / Qualifications

Core qualifications:

• Bachelor’s degree in accounting, finance, or a related field.
• 0–3 years of experience in tax, accounting, or a related field.
• Working understanding of federal, state, and local tax laws and regulations.
• Strong attention to detail and the ability to manage multiple returns at different stages.
• Willingness to ask the right questions and find the correct answers.
• Clear written and verbal communication skills with clients and colleagues.
• Proficiency in Microsoft Excel and Word.

Helpful additions:

• Actively pursuing CPA or EA credentials.
• Internship or entry-level public accounting experience.
• Familiarity with tax software (UltraTax, Axcess Tax, Drake, Lacerte, or similar).
• Strong research skills and the ability to interpret regulations.

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Work Environment

• Hybrid position based in Cupertino, CA (three days per week onsite). Additional possible offices: Santa Cruz or Pleasanton, CA.
• Extended hours during peak tax season and as needed to meet client deadlines.
• Occasional travel for client meetings or practice events.
• This role may be offered as full-time or contractor employment depending on the team’s needs.

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Compensation & Benefits

• Salary range: $70,000 - $95,000 (California pay range provided).
• Benefits (for employees): Medical, Dental, Vision, 401(k) with match, Basic Life, LTD.
• Opportunities for professional growth, reviewer mentorship, and defined career paths that include performance-based advancement.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.