Tax Associate

Top Job

Located in Pasadena, CA

Salary: $27.00/hr-$32.00/hr

We are seeking a detail-oriented and highly organized Tax  Associate to support the preparation, management, and delivery of accurate tax reporting and related operational processes. This role requires strong analytical skills, the ability to manage multiple priorities, and a commitment to confidentiality and compliance. The ideal candidate will work collaboratively across teams while independently managing assigned responsibilities.

Primary Responsibilities

Primary responsibilities will include, but are not limited to, the following:

• Prepare accurate and IRS-compliant brokerage and vendor 1099 forms and tax statements

• Independently manage and respond to internal inquiries related to statement production

• Maintain internal project management infrastructure, including internal files and systems

• Collaborate with Client Advisors to proactively monitor account profiles

• Ensure proper coding of transactions within the trust accounting system

• Prepare reports for data analysis using Microsoft Excel and internal applications

• Manage documentation and forms related to retirement accounts

• Facilitate and process tax payments through web portals of various tax authorities

• Assist with special projects and perform additional duties as needed

Desired Education

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent relevant work experience

Desired Skills & Experience

• Minimum of 2 years of relevant experience preferred

• Strong attention to detail with a high degree of accuracy and reliability

• Ability to maintain confidentiality and exercise sound independent judgment

• Highly organized with excellent time management and prioritization skills

• Strong verbal and written communication skills

• Ability to manage complex projects with occasional competing deadlines

• Collaborative team player with strong interpersonal skills

• Demonstrated integrity and a diligent work ethic

• Commitment to continuous learning and process improvement

• Excellent computer skills, including proficiency in Microsoft Word, Excel, and Outlook

• Familiarity with SharePoint and Power BI is a plus

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