Job Description
Join Coastal Financial Partners as a Senior Tax Associate and become an integral part of our dynamic finance team in sunny Corpus Christi! We're seeking a detail-oriented professional to deliver exceptional tax services to our diverse client portfolio. Enjoy competitive compensation, comprehensive benefits, and a collaborative work environment that values career growth. If you're passionate about tax compliance and financial strategy, apply today to launch your next career chapter with a leading regional firm.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research to ensure compliance with evolving IRS regulations
- Develop strategic tax planning recommendations for high-net-worth clients
- Manage audit responses and resolve tax discrepancies with authorities
- Maintain accurate client records using tax software (e.g., ProSystem fx, Lacerte)
- Collaborate with audit and advisory teams on integrated client solutions
- Stay current on tax law changes through continuing education
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit (required)
- 3+ years of tax preparation experience in public accounting
- Advanced proficiency in tax software and Microsoft Excel
- Strong knowledge of IRS procedures and tax code
- Excellent analytical and problem-solving abilities
- Exceptional communication skills for client interactions
- Ability to manage multiple deadlines in fast-paced environment