Job Description
Join our dynamic finance team as a Tax Associate in sunny Corpus Christi! Coastal Financial Partners is seeking a detail-oriented professional to manage corporate and individual tax compliance, ensuring our clients maximize savings while adhering to IRS regulations. This direct hire opportunity offers competitive compensation, comprehensive benefits, and career growth in one of Texas's most vibrant coastal cities.
Responsibilities
- Prepare and file federal, state, and local tax returns for corporate and individual clients
- Conduct tax research and analyze complex tax regulations to optimize client outcomes
- Assist with IRS audits and tax controversy resolution
- Develop tax planning strategies for high-net-worth individuals and small businesses
- Manage client relationships and serve as primary tax advisor
- Maintain accurate tax documentation using ProSystem fx and Lacerte software
- Collaborate with audit and consulting teams for integrated financial solutions
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience in public accounting
- Deep knowledge of IRS tax codes, FASB standards, and Texas tax regulations
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- Strong analytical skills with attention to detail and accuracy
- Excellent communication skills for client advising and team collaboration
- Active CPA license or eligibility to obtain within 6 months
- Experience with multi-state tax compliance and S-corporation taxation