Job Description
Join Coastal Tax Solutions as a Senior Tax Associate and become part of our innovative remote-first team serving clients across California. We're seeking a detail-oriented tax professional to deliver exceptional service while enjoying the flexibility of remote work. Our collaborative environment combines cutting-edge technology with personalized client relationships, offering unparalleled growth opportunities in the dynamic tax industry.
At Coastal Tax Solutions, we believe in empowering our associates through continuous learning and professional development. You'll work directly with high-net-worth individuals and small businesses, gaining exposure to complex tax planning, compliance, and advisory services. This hybrid role combines remote flexibility with periodic on-site collaboration in our modern Chula Vista office.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and planning to optimize client financial outcomes
- Manage client relationships through proactive communication and advisory services
- Collaborate with audit teams to resolve tax discrepancies and ensure compliance
- Maintain accurate client documentation using our advanced tax software platform
- Train junior associates on tax preparation methodologies and best practices
- Stay current with evolving tax legislation and regulatory changes
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- CPA license or active pursuit (150+ credit hours)
- Minimum 3 years of tax preparation experience
- Proficiency in tax software (Lacerte, ProSystem fx, or CCH Axcess)
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to work independently while collaborating in a team environment
- Remote work experience preferred