Tax Assistant

Company Description Blum & Clark Certified Public Accountants, LLP is a full-service tax and accounting firm based in San Diego, California. The firm has been a trusted resource for individuals and businesses for more than 40 years, offering comprehensive tax preparation, accounting, and advisory services. Team members work with a diverse client base, gaining exposure to a wide range of industries and financial situations. Blum & Clark emphasizes professional integrity, accuracy, and long-term client relationships, providing a stable environment for growth and learning.

Role Description The Tax Assistant role is a full-time, hybrid position based in San Diego, CA, with a mix of in-office and work-from-home arrangements. Day-to-day responsibilities include supporting tax preparation activities, organizing and inputting client financial data, and assisting with assembly and delivery of tax returns under the guidance of senior staff. The Tax Assistant will help maintain and update records in CRM software, assist with a variety of tasks, and most importantly, deliver impeccable client experiences. Additional duties include responding to inquiries, ensuring documentation is complete and accurate, and collaborating with team members to meet filing deadlines and compliance requirements.

• Candidates should possess a foundational understanding of Tax regulations and compliance.
• Candidates should possess proficiency with Accounting Software and the ability to work with digital financial records.
• Candidates should possess familiarity with Financial Statements, including basic preparation and review of balance sheets and income statements.
• Strong attention to detail, organizational skills, and the ability to manage multiple deadlines.
• Effective written and verbal communication skills and a client-focused mindset.
• Ability to work both independently and collaboratively in a hybrid work environment.
• Bachelor’s degree required. Major in Accounting, Finance, or a related field preferred; prior experience in a tax, legal, or wealth planning office is a plus.
• Proficiency with mainstream tech stacks plus AI and automation and a willingness to learn new systems and processes.