Job Description
Join our award-winning tax team at Coastal Financial Partners, where precision meets innovation. We're seeking a dynamic Senior Tax Associate to serve high-net-worth clients and growing businesses in Jacksonville's thriving financial district. Enjoy comprehensive benefits, flexible work arrangements, and a culture that champions professional growth. Your expertise will directly shape our clients' financial futures while advancing your own career trajectory.
Responsibilities
- Prepare and file complex federal, state, and local tax returns for corporate and individual clients
- Lead tax planning strategies to optimize client outcomes and ensure compliance
- Conduct research on evolving tax legislation and implement process improvements
- Manage client relationships through proactive communication and advisory services
- Mentor junior associates and review work for accuracy and completeness
- Collaborate with audit and advisory teams for integrated client solutions
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient workflow management
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of public accounting tax experience with Big 4 or regional firm
- Deep expertise in S-Corporation, Partnership, and individual taxation
- Strong analytical skills with attention to detail and accuracy
- Active CPA license or in final exam stages
- Proficiency in tax preparation software and Microsoft Excel
- Excellent communication skills with ability to explain complex concepts
- Proven ability to manage multiple deadlines and client relationships