Job Description
Join our award-winning tax team in Colorado Springs as a Tax Associate and become a cornerstone of financial success for high-net-worth individuals and thriving local businesses. At Peak State Financial Group, we blend mountain resilience with cutting-edge tax strategies to deliver exceptional results. This role offers unparalleled mentorship from CPAs with 15+ years of experience, flexible scheduling options, and a comprehensive benefits package including 100% covered health insurance and 401(k) matching. Grow your career in one of America's most vibrant cities while making a tangible impact on clients' financial futures.
Responsibilities
- Prepare and file federal, state, and local tax returns with meticulous attention to detail
- Conduct complex tax research and compliance analysis for diverse client portfolios
- Develop strategic tax planning solutions to optimize client outcomes
- Collaborate with audit teams to resolve IRS inquiries and state tax disputes
- Maintain accurate client documentation using advanced tax software platforms
- Present tax recommendations through client-focused consultation sessions
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of progressive tax preparation experience in public accounting
- Deep expertise in IRS regulations, state tax codes, and FASB standards
- Advanced proficiency in Lacerte, ProSystem fx, or comparable tax software
- Exceptional analytical skills with ability to interpret complex financial data
- Strong communication skills for client-facing and cross-departmental collaboration
- Active Colorado CPA license or eligibility for immediate reciprocity