Junior Tax Associate / Tax Assistant

We are a financial firm seeking a Junior Tax Associate / Tax Assistant to support our CPAs and tax department with tax return preparation, client communication, and administrative responsibilities.

This position is ideal for someone who has approximately one year of experience working in a CPA or tax firm and is interested in developing a long-term career in taxation.

Responsibilities

• Assist CPAs and senior tax professionals with preparation of individual and business tax returns.
• Input tax information into professional tax preparation software.
• Organize and review client tax documents and workpapers.
• Assist with Forms 1040, 1120-S, 1065, 1120, and other federal and California tax filings.
• Communicate with clients to request missing tax documents and information.
• Follow up with clients regarding outstanding items and filing requirements.
• Maintain organized electronic tax files and workpapers.
• Assist with tax department administration, filing deadlines, extensions, e-file authorizations, and internal tracking.
• Perform basic tax research and assist CPAs with tax-related projects as needed.
• Coordinate with accounting and administrative staff to ensure tax returns are completed timely.

Qualifications

• Approximately 1 year of CPA firm or tax preparation experience preferred.
• Basic knowledge of individual and business tax returns.
• Experience with professional tax software is preferred.
• Strong attention to detail and organizational skills.
• Professional written and verbal communication skills.
• Comfortable communicating directly with clients by email and phone.
• Ability to manage multiple assignments and deadlines during tax season.
• Accounting, Finance, Taxation, or related educational background preferred.
• CPA license is not required.
• Must be able to reliably commute to Monrovia or Azusa, California.

Ideal Candidate

We are looking for someone who is still developing technically but already understands the basic workflow of a tax department. The ideal candidate can handle routine tax return input, communicate professionally with clients, keep tax files organized, and assist CPAs so they can focus on more complex tax matters and review work.

Herbert Financial Group is a growing financial services and tax advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. We provide tax, accounting, financial planning, and insurance solutions with a commitment to integrity, professionalism, and exceptional client service. Our team-oriented culture values expertise, continuous learning, and long-term career growth.