Tax Associate at Gerber Kawasaki Wealth & Investment Management

Tax Associate

Gerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are seeking a Tax Associate to support our tax department by preparing tax returns and providing overall tax-related support. We are looking for an experienced, detail-oriented professional with strong analytical skills and the ability to work effectively with both clients and management. This is a unique opportunity for the right candidate to grow with a well-established, diverse, and expanding company.

This role is 100% in-office, 5 days per week

Minimum Qualifications:

• Minimum of 2 years of relevant work experience
• BA/BS in Accounting
• Experience with Lacerte preferred
• Experience preparing and reviewing returns for C corporations, S corporations, partnerships, LLCs, trusts, and individuals
• Ability to communicate complex tax issues to non-tax professionals and clients
• Advanced proficiency in Microsoft Office and web-based tax databases
• Experience working collaboratively across teams and departments
• Proven ability to manage multiple projects while maintaining strong attention to detail
• Demonstrated sense of urgency, commitment, and reliability
• Strong verbal and written communication skills
• Excellent problem-solving and analytical skills

Salary: $75,000+ depending on experience (DOE)

At Gerber Kawasaki, we foster a collaborative team approach where employees thrive and achieve significant career growth. We promote from within and offer a competitive compensation package where you'll be rewarded based on performance and recognized for the value you bring to our business. Benefits include medical and dental coverage, a 401(k) plan, paid vacation, opportunities for advancement, and a vibrant, fun, family-oriented company culture.

Gerber Kawasaki is committed to building diverse teams that reflect the clients we serve. We are an equal employment opportunity employer all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic.