Junior Tax & Financial Consultant

Company: San Diego Tax and Financial
Location: Carlsbad
Posted on: February 21, 2026

Job Description:

Job Description Job Description San Diego Tax & Financial Associates is a 15-year-old tax and financial advisory firm serving families and small business owners throughout San Diego County. We believe that great financial professionals are built on a strong foundation in tax —and we’re looking to develop the next generation of advisors the right way. This is a long-term career opportunity , not a seasonal role. The Role This position begins on the tax side of the business , where you’ll learn the tax code, prepare individual and small-business tax returns, and develop the technical skills that support real financial decision-making. After tax season, your role expands into financial planning and wealth management , supporting client plans, analysis, and long-term strategy. We’re looking for someone who wants to grow, take ownership, and eventually become a trusted professional within the firm. Responsibilities During Tax Season Prepare individual (1040) and basic business tax returns Learn federal and state tax rules, deductions, credits, and carryovers Organize client data and work within tax and client-portal systems Assist senior advisors with research and client support Outside of Tax Season Assist with financial planning and client analysis Help prepare meeting materials and plan summaries Learn investment fundamentals and portfolio construction Support ongoing client service and relationship management What We’re Looking For Strong math and analytical skills A self-starter with a strong work ethic Comfortable working independently and taking initiative Early riser —tax season starts early, and discipline matters Entrepreneurial mindset with an old-school, work-hard attitude Professional demeanor and appearance suitable for client-facing work Detail-oriented, reliable, and accountable Experience & Background Experience preferred , but recent graduates with a background in accounting, finance, economics, or a related field will be considered. This role may be a strong fit for a second-career professional , including retired or transitioning military , with the right mindset and discipline Professional Development Long-term career path within the firm Support for the Enrolled Agent (EA) and/or CFP® path for the right candidate Mentorship and hands-on training in both tax and financial planning Compensation & Benefits Competitive compensation based on experience 401(k) eligibility and paid holidays after a 90-day probation period Stable, year-round position (not seasonal) Work Environment Fully in-office position (Carlsbad, CA) Professional office setting Client-focused, team-oriented culture Company Description Small investment advisory firm affiliated with a Fortune 500 company. Company Description Small investment advisory firm affiliated with a Fortune 500 company.

Keywords: San Diego Tax and Financial, Cypress , Junior Tax & Financial Consultant, Accounting, Auditing , Carlsbad, California