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Part Time Tax Assistant Jobs in California (NOW HIRING)

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Organize office and assist Tax Preparers in ways that optimize procedures * Sort and distribute ... Perform receptionist and data entry duties when needed Job Type: Part-time Pay: $18.00 per hour ...

Tax Internship

Sonora, CA ยท On-site

$20/hr

Contribute to the management and flow of client information throughout the Firm. * Assist with the ... Be in good academic standing, making satisfactory progress towards degree. * Full-time or part-time ...

Contribute to the management and flow of client information throughout the Firm. * Assist with the ... Be in good academic standing, making satisfactory progress towards degree. * Full-time or part-time ...

Contribute to the management and flow of client information throughout the Firm. * Assist with the ... Be in good academic standing, making satisfactory progress towards degree. * Full-time or part-time ...

Tax Intern (January 2027)

Santa Monica, CA ยท On-site +1

$29 - $33/hr

Ability to start on January 7, 2027 and work part time in one of our BPM offices: Irvine, Las Vegas ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Tax Intern (January 2027)

Walnut Creek, CA ยท On-site +1

$29 - $33/hr

Ability to start on January 7, 2027 and work part time in one of our BPM offices: Irvine, Las Vegas ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Tax Intern (January 2027)

San Francisco, CA ยท On-site +1

$29 - $33/hr

Ability to start on January 7, 2027 and work part time in one of our BPM offices: Irvine, Las Vegas ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Tax Intern (January 2027)

Santa Monica, CA ยท On-site +1

$29 - $33/hr

Ability to start on January 7, 2027 and work part time in one of our BPM offices: Irvine, Las Vegas ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Tax Intern (January 2027)

Santa Rosa, CA ยท On-site +1

$29 - $33/hr

Ability to start on January 7, 2027 and work part time in one of our BPM offices: Irvine, Las Vegas ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Tax Intern (January 2027)

San Jose, CA ยท On-site +1

$29 - $33/hr

Ability to start on January 7, 2027 and work part time in one of our BPM offices: Irvine, Las Vegas ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Tax Intern (January 2027)

Irvine, CA ยท On-site

$29 - $33/hr

Ability to start on January 7, 2027 and work part time in one of our BPM offices: Irvine, Las Vegas ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Tax Intern (January 2027)

San Francisco, CA ยท On-site +1

$29 - $33/hr

Ability to start on January 7, 2027 and work part time in one of our BPM offices: Irvine, Las Vegas ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Tax Intern (January 2027)

San Jose, CA ยท On-site +1

$29 - $33/hr

Ability to start on January 7, 2027 and work part time in one of our BPM offices: Irvine, Las Vegas ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Tax Intern (January 2027)

Long Beach, CA ยท On-site +1

$29 - $33/hr

Ability to start on January 7, 2027 and work part time in one of our BPM offices: Irvine, Las Vegas ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

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Part Time Tax Assistant information

See California salary details

$11

$24

$43

How much do part time tax assistant jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for part time tax assistant in California is $24.92, according to ZipRecruiter salary data. Most workers in this role earn between $19.18 and $28.65 per hour, depending on experience, location, and employer.

What is a part time tax assistant?

Part time tax assistants are professionals who support tax preparers or accountants by helping with tasks such as organizing financial records, preparing basic tax documents, and ensuring compliance with tax regulations, usually on a part-time basis. They may assist with data entry, communicating with clients, and filing tax returns during busy seasons, particularly around tax deadlines. This role is ideal for those seeking flexible work hours or students interested in gaining experience in accounting or finance.

What are the key skills and qualifications needed to thrive as a part time tax assistant?

To thrive as a Part Time Tax Assistant, you need a solid understanding of basic accounting principles, attention to detail, and preferably a background in finance or accounting. Familiarity with tax preparation software, spreadsheets, and possibly certifications like an accounting diploma are commonly expected. Strong organizational skills, effective communication, and the ability to manage deadlines make candidates stand out. These skills ensure accuracy in tax filings, efficient client support, and compliance with legal requirements in a fast-paced environment.

What are some common challenges faced by part time tax assistants, and how can they be effectively managed?

Part-time tax assistants often encounter challenges such as balancing fluctuating workloads during peak tax seasons and staying up-to-date with frequent changes in tax laws. It's important to develop strong organizational and time management skills to handle multiple clients or tasks efficiently. Regular communication with senior tax staff and ongoing learning through training or workshops can help manage these challenges and ensure accuracy in tax preparation and filing. Embracing collaboration within the accounting team can also provide valuable support and mentorship.

What is the difference between Part Time Tax Assistant vs Part Time Bookkeeper?

AspectPart Time Tax AssistantPart Time Bookkeeper
Required CredentialsBasic accounting or tax preparation certifications, relevant experienceBookkeeping certifications or experience, sometimes CPA or accounting background
Work EnvironmentTax firms, accounting departments, seasonal workloadSmall businesses, accounting firms, ongoing financial record management
Employer & Industry UsageUsed in tax preparation firms, accounting services, finance industryCommon in small to medium businesses, accounting firms, retail

While both roles involve financial tasks, a Part Time Tax Assistant primarily focuses on tax-related duties during tax season, whereas a Part Time Bookkeeper manages ongoing financial records. The roles share similar credentials and work environments but differ in scope and seasonal versus continuous work.

What cities in California are hiring for Part Time Tax Assistant jobs?

Cities in California with the most Part Time Tax Assistant job openings:

Infographic showing various Part Time Tax Assistant job openings in California as of August 2026, with employment types broken down into 2% As Needed, 79% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $51,840 per year, or $24.9 per hour.

Family Office Accounting & Tax Associate (Part Time)

Tax Alchemy

Irvine, CA โ€ข On-site, Remote

$25 - $35/hr

Part-time

Life, Retirement, PTO

Posted 18 days ago


Job description

Family Office Accounting & Tax Associate (Part Time)
Department: Accounting
Employment Type: Part Time
Location: Remote
Compensation: $25.00 - $35.00 / hour
Description
We are seeking a capable, part-time Family Office Accounting & Tax Associate to support the bookkeeping, accounting, tax coordination, and financial reporting needs of high-net-worth families, entrepreneurs, and closely held business owners.
This individual will serve as Synergy's primary internal execution resource for accounting and tax-related workflows - performing much of the initial bookkeeping and accounting work, investigating financial activity, maintaining accurate financial information, coordinating tax documentation, and working directly with clients to resolve outstanding items.
This is not a traditional bookkeeping role. The Associate will gain exposure to the complete financial lives of sophisticated families, including closely held businesses, real estate, private investments, multiple legal entities, tax planning, and family-level financial reporting. The role is designed for someone with meaningful practical accounting experience who wants to develop within a multi-family office environment.
The position is anticipated to be between 15-25 hours per week with a regular schedule during business hours. The role may be performed remotely within the United States, with optional hybrid availability for individuals located in the Greater Los Angeles area.
The position requires access to highly confidential client financial information and may include authorized view-only access to client banking, brokerage, investment, and other financial systems. Appropriate background screening will be required.
Key Responsibilities
  • Perform ongoing bookkeeping and account reconciliations using QuickBooks Online
  • Review and categorize transactions and investigate unidentified or unusual financial activity
  • Review general ledgers and identify missing, incorrect, or potentially misclassified transactions
  • Prepare proposed journal entries and other accounting adjustments for senior review
  • Maintain charts of accounts and supporting financial schedules
  • Prepare preliminary P&Ls, balance sheets, general ledgers, and other financial reports
  • Collaborate with senior accounting professionals to review, correct, and finalize client books and financial deliverables
  • Own the collection, organization, and delivery of information required for tax preparation and tax planning
  • Coordinate tax organizers and supporting documentation
  • Collect and maintain K-1s, investment statements, closing documents, entity records, and other tax-related information
  • Work directly with tax professionals to resolve outstanding information requests
  • Develop working knowledge of the tax strategies utilized by clients to better understand the accounting and documentation requirements supporting them
  • Maintain clear boundaries between execution and advice; this role does not independently provide tax, investment, or legal advice
  • Maintain underlying information supporting client balance sheets, net-worth statements, and other family-office reporting
  • Track relevant financial information across closely held businesses, real estate, private investments, and personal assets and liabilities
  • Assist with mapping entity ownership and financial relationships across LLCs, partnerships, S corporations, holding companies, trusts, and other structures
  • Track investment-related tax information, including K-1s, basis information, and capital activity
  • Maintain accurate and organized accounting and tax records within Canopy and other firm systems
  • Communicate directly with clients to request documentation, clarify transactions, and resolve accounting-related questions
  • Independently schedule and lead routine bookkeeping, accounting, and documentation calls as appropriate
  • Translate accounting questions into clear, straightforward client communication
  • Own day-to-day activity within Synergy's bookkeeping inbox
  • Collaborate closely with Client Services, senior accounting professionals, and tax professionals to keep deliverables moving
  • Exhaust available internal records, financial systems, and other resources before requesting information already available elsewhere from a client
  • Maintain appropriate responsiveness to client and internal requests and proactively escalate blockers

Qualification & Required Experience
  • Minimum 2 years of hands-on QuickBooks bookkeeping/accounting experience
  • Experience performing reconciliations, transaction categorization, general ledger review, and maintaining financial records
  • Experience working with individuals and/or small-to-middle-market businesses with meaningful financial activity
  • Strong understanding of basic accounting principles and financial statements
  • Strong organizational skills and demonstrated ability to independently drive work to completion
  • Strong written and verbal communication skills with the ability to interact professionally with sophisticated clients
  • Working proficiency in Microsoft Excel
  • Ability to investigate and resolve financial questions before escalating or requesting information from clients
  • Ability to consistently dedicate approximately 15-25 hours per week, including availability during normal business hours
  • Experience with tax preparation, tax accounting, or private-client tax matters
  • Experience serving high-net-worth individuals, entrepreneurs, or closely held businesses
  • Background in family office, CPA firm, outsourced accounting/CAS, private-client tax, or similar professional services
  • CPA or Enrolled Agent credential, or progress toward one
  • Graduate or professional education in accounting, taxation, finance, business, law, or a related discipline

  • Organization & follow-through: Manages multiple detailed workstreams and sees them through to completion
  • Accounting competency: Strong practical QuickBooks and bookkeeping skills with the ability to understand how transactions flow through financial statements
  • Investigative mindset: Naturally asks why something occurred and works through available information before escalating
  • Ownership: Takes responsibility for getting answers and moving work forward
  • Client communication: Professional, personable, and capable of simplifying accounting concepts without unnecessary jargon
  • Judgment: Understands the difference between factual accounting execution and matters requiring senior professional judgment
  • Learning agility: Interested in understanding how accounting, tax, investments, entities, and other disciplines connect within a sophisticated family's financial life

Benefits
  • Paid holidays
  • Work from home with hybrid optional
  • 401(k) with company match
  • Paid vacation and sick days
  • Professional development and mentoring