Tax Associate

    • Job Tracking ID: 512636-792552
    • Job Location: San Rafael, CA
    • Job Level: Mid Career (2+ years)
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: October 26, 2021
    • Years of Experience: 2 - 5 Years
    • Starting Date: ASAP
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Job Description:

Callahan Financial Planning, an affiliate of TS Banking Group, is seeking to hire a Tax Associate. This role will assist in preparing tax returns for the company, and provides support during tax audits. Be involved in daily tax, accounting and payroll services offered by the company. Responsible for all client service aspects as they pertain to our clients and their account needs.

Preferred education and/or experience includes: Possess a Bachelor’s degree from an accredited university or institution with the major area of study in Accounting, Business, Economics, or Finance preferred.

This role is posted in several markets with the intention of hiring one individual.

Experience and Skills:

  • Assist with the preparation of tax returns for the company and certain subsidiaries.
  • Ensure timely tax filings and payment remittances
  • Provide assistance on matters relating to tax audits and other compliance initiatives, including communications and responses with tax authorities and others where required
  • Research and interpret tax issues, prepare memoranda and client letters, and develop opinions and recommendations on various tax issues
  • Assist with the gathering and compiling of tax information and with the filing of tax forms and reports with governmental agencies
  • Stay current with changes to tax legislation and provide executive summaries of changes to management
  • Assist with payroll preparation and accounting tasks.
  • Promote good client relations by providing prompt and courteous service on all inquiries received.
  • Coordinate, organize, process and oversee client daily account needs.
  • Operates in full compliance with internal policies and procedures, as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements.
  • Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management.
  • Assist with year-end payroll documents, 1099’s and electronic filings
  • Schedule client tax appointments
  • Strong analytical, problem-solving, and organizational skills.
  • Deadline driven and able to deliver quality work in a timely manner.
  • Positive attitude and willingness to work in a team environment.
  • Ability to perform all other duties as assigned.
  • Comply with all banking and company regulations, policies, and procedures.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
  • Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
  • To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.

Benefits

Competitive benefits package:

  • Health and dental insurance
  • Life insurance package
  • Generous PTO and holiday package
  • 401K contribution and match
  • Professional development expense allowance
  • Gym membership reimbursement
  • Tuition reimbursement
  • Paid volunteer time off (VTO)
  • Wellness program 



EEO Employer/Vet/Disabled

TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.

TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group's valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group's obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.) Remote employees not physically located at the facility may access the Affirmative Action Plan through the intranet site, or may request a copy of the Affirmative Action Plan for review and return should no internet access be available.