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Join Martinez Financial!

At Martinez Financial, we pride ourselves on providing exceptional financial services to our clients. Our team of experts is helping individuals and businesses achieve their financial goals. By joining us, you can expect personalized attention, tailored solutions, and a commitment to your success. 

Tax Associate

  • Prepare & submit tax returns

  • Conduct client intake interviews

  • Maintain client records

  • Schedule appointments

  • Provide referrals when appropriate

  • Assist with outreach activities

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Tax Education & Outreach Coordinator

  • Associate's degree in accounting, business, education, public administration or related field.

  • Experience conducting community programs

  • knowledge of federal tax topics affecting low-income taxpayers

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Tax Resolution Specialist

  • Provide taxpayer representation before the IRS

  • Assist with audits, collections, appeals, and compliance matters

  • Conduct taxpayer consultations & case evaluations

  • Prepare & submit IRS correspondence and documentation

  • Participate in taxpayer education initiatives

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Brand Ambassador

  • Use promotional strategies to strengthen client relationships & influence trust in our brand

  • Must have excellent social media & writing skills to create effective content

  • Act as a spokesperson for the firm at trade shows or other events

  • Must be willing to represent the firm to increase brand awareness & sales

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