Job Description
Join our award-winning tax team at Coastal Financial Group, a premier financial services firm in Virginia Beach. We're seeking a detail-oriented Tax Associate to support our diverse client portfolio, including individuals and small businesses. Enjoy a collaborative environment with competitive compensation, comprehensive benefits, and clear career advancement paths. Apply today to become part of our dynamic team dedicated to financial excellence.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct tax research and ensure compliance with current tax laws and regulations
- Perform tax planning strategies to optimize client financial outcomes
- Collaborate with senior associates on complex tax cases and IRS audits
- Maintain accurate client records using tax preparation software (e.g., Lacerte, ProSystem)
- Provide exceptional client communication and tax advisory services
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- 1-3 years of tax preparation experience preferred
- CPA certification or actively pursuing CPA designation
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal abilities
- Ability to manage multiple deadlines in a fast-paced environment