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Now Hiring: Tax Planning Coordinator / Associate Tax Planner 📍 Location Thousand Oaks, CA — In-Person 🕒 Schedule Part-Time | Monday–Friday Approximately 9:00 AM – 2:00 PM or 3:00 PM 💰 Compensation Based on your experience, education, and tax license level. This role rewards technical tax knowledge, client-facing skills, and your ability to contribute to tax planning engagements. ✅ Benefits • Paid Time Off (PTO) • 401(k) with Employer Match • QSEHRA health benefit • Professional development opportunities • Direct mentorship from an experienced Senior Tax Planner • Clear growth path into a larger tax planning and advisory role 🧠 Qualifications • Tax license required — CTEC, EA, or CPA • Associate's or Bachelor's Degree required (Accounting, Finance, or related field preferred) • Minimum 2 years of experience in accounting, tax, bookkeeping, financial services, client service, or project coordination • Experience in a CPA, tax, or financial advisory firm strongly preferred • Strong communication skills — comfortable discussing tax topics with clients • Highly organized with the ability to manage multiple deadlines • Detail-oriented with strong follow-through and an ownership mindset Preferred technical experience with tax software, QuickBooks Online, TaxDome, Microsoft Office, Google Workspace, or CRM/workflow tools. EA, CPA candidate, or accounting student is a significant plus. 💼 What You'll Do You'll be the primary coordinator for the tax planning client experience at Tax Prose Inc., working closely alongside Senior Tax Planners. Your day-to-day includes: • Onboarding new clients and guiding them through the planning process • Building client relationships through meetings, calls, Zoom, and email • Organizing client data and preparing planning deliverables • Tracking strategy implementation and following up on action items • Coordinating with bookkeepers, payroll providers, attorneys, and financial advisors • Assisting with tax return preparation, projections, and estimates • Participating in client meetings and helping present tax-saving strategies • Supporting firm operations, document management, and process improvements 🌱 Who This Is For This role is ideal if you want to move beyond traditional admin work and grow into tax planning, strategy implementation, and client advisory. You enjoy helping clients, learning advanced tax concepts, solving problems independently, and making sure nothing falls through the cracks. 📲 How to Apply Tap "Apply Now" below and submit the quick form to get started. We look forward to hearing from you! ❓ How It Works • Click "Apply Now" & submit your application • A recruiter reviews your info • If you're a fit, you'll be contacted for next steps Equal Opportunity Employer All qualified applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. Reasonable accommodations available. DISCLAIMER: Your info will be shared with a recruiter from Tax Prose Inc., who will follow up if there's a match. More opportunities at taxprose.com