Job Description
Join our dynamic tax team at St. Petersburg Financial Group, where precision meets innovation. We're seeking a dedicated Tax Associate to deliver exceptional tax advisory services to our diverse clientele in the vibrant St. Petersburg area. Enjoy collaborative workspaces, competitive benefits, and opportunities for professional growth in one of Florida's most dynamic cities.
Responsibilities
- Prepare and review individual and corporate tax returns ensuring compliance with federal/state regulations
- Conduct tax research and analysis to optimize client tax strategies
- Develop and maintain strong client relationships through proactive communication
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient return processing
- Assist in IRS/state audit support and documentation preparation
- Stay updated on evolving tax legislation and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with individual and corporate returns
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Active CPA license or eligibility to sit for CPA exam
- Experience with QuickBooks and tax compliance software