Job Description
Join our dynamic team at Coastal Financial Partners as a Tax Associate and become a trusted advisor to high-net-worth individuals and businesses in Virginia Beach. We're seeking a detail-oriented professional to deliver exceptional tax compliance planning services while advancing your career in a supportive, growth-oriented environment. Enjoy competitive compensation, comprehensive benefits, and opportunities for specialization in areas like S-Corp taxation and international tax compliance.
Responsibilities
- Prepare and file complex individual, corporate, and partnership tax returns using ProSystem fx and Lacerte
- Conduct tax research on evolving IRS regulations and state tax codes
- Develop strategic tax planning solutions for clients with multi-state operations
- Manage IRS audits and state tax controversies with minimal supervision
- Mentor junior staff on tax compliance best practices
- Collaborate with audit and advisory teams on integrated financial solutions
Qualifications
- Bachelor's degree in Accounting or Finance with CPA license or active CPA candidacy
- 3+ years of public tax preparation experience with Big 4 or regional firm
- Advanced proficiency in tax preparation software and Excel modeling
- Deep understanding of IRS Circular 230 ethics requirements
- Proven ability to manage multiple client engagements simultaneously
- Excellent communication skills with both technical and non-technical stakeholders