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Tax Associate

Tax Associate

Pelletier & Leo, LLPCity of Industry, CA, US
2 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Tax Associate - Join a Growing Team of Accounting Professionals

At Pelletier & Leo, LLP , we're dedicated to helping clients achieve financial clarity through customized tax and accounting services. Our team values collaboration, continuous development, and innovative thinking. If you're looking for a workplace where your expertise is appreciated and your growth is supported, this is the place for you.

We're currently looking for a Tax Associate to become part of our team. In this role, you'll play a key part in preparing tax filings, performing research, and assisting clients with a variety of tax-related projects.

This position is based in our City of Industry office and follows a 9 : 00 a.m. to 5 : 30 p.m. schedule. During peak tax seasons, extended hours (approximately 55-60 hours per week ) will be expected.

Key Responsibilities

  • Prepare and review individual, corporate, and partnership tax returns (federal, state, and local)
  • Conduct tax research and support clients with planning and compliance matters
  • Communicate with clients to collect and verify financial data
  • Analyze financial information to ensure the accuracy of tax documents
  • Monitor updates to tax codes and regulations
  • Assist with responding to tax notices and supporting audit activities
  • Work collaboratively with colleagues to deliver outstanding client service

Qualifications

  • Bachelor's degree in Accounting (or expected graduation by December 2025 )
  • Solid understanding of accounting and financial principles
  • Experience with CCH, Lacerte, or SurePrep software is highly preferred
  • Working knowledge of general ledger systems
  • Strong analytical skills and attention to detail
  • Why Join Us

  • Supportive, team-oriented work culture
  • Ongoing professional training and development opportunities
  • Exposure to modern accounting tools and technology
  • Opportunities for career advancement
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    Tax Associate • City of Industry, CA, US

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