Job Description
Join our award-winning tax team at Coastal Financial Partners and accelerate your career in one of Virginia's fastest-growing financial hubs. We're seeking a detail-oriented Tax Associate to deliver exceptional tax advisory services to our diverse client portfolio. Enjoy competitive compensation, flexible work arrangements, and unparalleled professional development opportunities in our modern Virginia Beach headquarters.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns using ProSystem fx and Lacerte software
- Conduct tax research and provide compliance guidance on federal, state, and local tax regulations
- Manage client relationships through proactive communication and quarterly tax planning sessions
- Lead IRS audit support and represent clients before tax authorities
- Develop tax-saving strategies for high-net-worth individuals and small businesses
- Mentor junior staff and contribute to process improvement initiatives
Qualifications
- Bachelor's degree in Accounting or Finance with 3+ years tax preparation experience
- CPA or Enrolled Agent certification required
- Proficiency in tax software (ProSystem fx, Lacerte) and Microsoft Excel
- Demonstrated experience with multi-state tax compliance
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment