Associate – Tax Services

Job Description

October 2027 Tax Associate – San Jose | Frank, Rimerman + Co. LLP

The Tone:
This is a full-time hybrid role at Frank, Rimerman + Co. LLP, located in San Jose, CA. Frank, Rimerman + Co. LLP is a sophisticated and growing tax practice, consistently recognized as a “Best Place to Work” and a top firm in the nation. This position contributes to providing innovative tax solutions for a diverse client base, including ultra-high-net-worth individuals, pre-IPO entities, and publicly traded companies across various industries. The role offers direct interaction with high-caliber clients and insight into emerging trends in Silicon Valley. It is designed to develop the technical, professional, leadership, and interpersonal skills essential for establishing a successful career within a culture that supports employee interests both inside and outside the office.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid – San Jose, CA
• Pay: $88000–$100000 yearly
• Team: You will work closely with Managers and Partners to provide innovative tax solutions.
• Mission: This role is responsible for developing a strong tax foundation and delivering innovative tax solutions to a diverse client base, while establishing essential professional and leadership skills for a successful career.

What You’ll Actually Do
• Tax Foundation Development: Develop a well-rounded tax foundation through comprehensive income tax planning and meticulous return preparation for a variety of clients, encompassing individual, fiduciary, partnership, corporate, and not-for-profit entities.
• Estimate Preparation: Accurately prepare quarterly tax estimates for clients, applying appropriate techniques and current tax regulations to ensure compliance and optimize financial outcomes.
• Accounting Skill Application: Sharpen accounting skills by creating financial statements from bank statements, booking journal entries, and generating personal balance sheets or net worth statements.
• Business Advisory: Provide essential support to businesses regarding complex provisions, international tax issues, multi-state compliance challenges, and crucial mergers and acquisitions, alongside other specialized tax services.
• Legacy Planning: Assist individuals in building and preserving their legacies through strategic estate and gift tax planning, as well as providing guidance on charitable giving and philanthropy services.

The Must-Haves
• Background: Entry-level professional currently enrolled in a Bachelor’s and/or Master’s program with a concentrated study in accounting.
• Experience: Candidates must have a final graduation date occurring between December 2026 and October 2027, ensuring that all educational requirements for California CPA licensure are completed prior to the group start date.
• Skills: Demonstrates clear, professional written and oral communication abilities; possesses or is developing a strong understanding of tax law and line-item components of a tax return; proficient in core accounting skills such as creating financial statements, booking journal entries, and generating net worth statements.
• Bonus: A minimum overall GPA of 3.2 is required, with a higher major GPA preferred; all accounting courses must have been completed for a letter grade.