Job Description
Join Coastal Financial Group, Corpus Christi's premier tax advisory firm, and enjoy the perfect work-life balance with our flexible hour policy! We're seeking a dedicated Tax Associate to serve our growing client base of individuals and small businesses. This role offers the rare opportunity to build a rewarding career while maintaining control over your schedule. Our collaborative team environment includes modern workspaces, competitive benefits, and ongoing professional development opportunities. Apply today and transform your tax expertise into a fulfilling career with schedule flexibility!
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct tax research and provide strategic planning advice to minimize liabilities
- Manage client relationships through regular consultations and proactive communication
- Utilize tax software (e.g., ProSystem fx, Lacerte) for accurate calculations and compliance
- Collaborate with senior advisors on complex tax scenarios and audit support
- Maintain detailed client records and ensure adherence to IRS guidelines
- Stay updated on tax law changes and implement relevant adjustments
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- CPA certification or active pursuit strongly preferred
- 2+ years of tax preparation experience with individual and business returns
- Proficiency in tax software and Microsoft Office Suite
- Excellent analytical skills and attention to detail
- Strong communication skills with ability to explain complex concepts
- Self-motivated with ability to manage flexible work schedule
- Texas CPA license or eligibility to obtain within 6 months