Job Description
Join our dynamic team at St. Petersburg Financial Group, where we transform complex tax challenges into strategic opportunities. As a Tax Associate, you'll be instrumental in delivering exceptional financial solutions to our diverse client portfolio. We offer a collaborative environment, professional development opportunities, and competitive benefits. If you're passionate about precision and client advocacy, this is your next career move.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with current IRS regulations
- Develop tax planning strategies to optimize client financial outcomes
- Collaborate with senior team members on complex tax engagements
- Maintain accurate client documentation and electronic filing systems
- Represent clients during IRS audits and correspondence
- Stay updated on tax law changes and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or actively pursuing CPA certification
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software (e.g., Lacerte, ProSystem fx)
- Strong analytical skills and attention to detail
- Excellent communication and client relationship abilities
- Ability to manage multiple deadlines in a fast-paced environment