Job Description
Join our elite tax team at Mountain Peak Financial Group, where precision meets innovation in the heart of Colorado Springs. As a Tax Associate, you'll be instrumental in delivering exceptional financial solutions to high-net-worth clients and growing businesses. We offer a collaborative, growth-oriented environment with cutting-edge technology and unparalleled mentorship. If you're passionate about tax strategy and ready to accelerate your career in one of Colorado's most vibrant economic hubs, this is your moment.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Analyze financial data to identify tax-saving opportunities and ensure compliance
- Conduct tax research on evolving regulations and provide strategic recommendations
- Collaborate with audit teams to resolve complex tax discrepancies
- Maintain client relationships through proactive communication and exceptional service
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
- Support tax planning initiatives for mergers, acquisitions, and reorganizations
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting or corporate environment
- Strong proficiency in tax software and Microsoft Office Suite
- Deep knowledge of IRS regulations and Colorado state tax codes
- Exceptional analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Proven track record of meeting deadlines and managing multiple priorities
- Professional certification (CPA, EA, or Enrolled Agent) highly desirable