Job Description
Join our award-winning tax team in sunny San Diego! Coastal Financial Partners is seeking a meticulous Tax Associate to deliver exceptional client service while advancing your career in a supportive environment. Enjoy a $10,000 sign-on bonus for qualified candidates who start before December 31st. We offer competitive benefits, flexible work arrangements, and opportunities for rapid growth in one of America's most vibrant cities.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with evolving regulations
- Analyze financial statements to identify tax optimization opportunities
- Collaborate with senior advisors to develop comprehensive tax strategies
- Manage client relationships through regular communication and advisory meetings
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Stay current on tax law changes through continuous professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with public accounting firms
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication abilities
- Active CPA license or eligibility to sit for the exam
- Ability to manage multiple deadlines in a fast-paced environment