Job Description
Join our dynamic tax team at Prestige Financial Partners, a leading financial services firm in Raleigh, NC. We're seeking a detail-oriented Senior Tax Associate to deliver exceptional tax planning and compliance services to our diverse client portfolio. This role offers unparalleled growth opportunities in a collaborative, fast-paced environment where your expertise will directly impact our clients' financial success.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct thorough tax research and provide strategic planning advice
- Manage client relationships and communicate complex tax concepts clearly
- Assist in IRS audits and tax controversy resolution
- Maintain compliance with evolving tax regulations and reporting standards
- Collaborate with cross-functional teams to optimize tax outcomes
- Train junior staff on tax preparation methodologies
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience in public accounting
- Deep knowledge of IRS regulations and state tax codes
- Proficiency in tax software (e.g., ProSystem, Lacerte, UltraTax)
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines and priorities
- Professional certification (CPA, EA) or actively pursuing