Job Description
Join our dynamic finance team as a Tax Associate in sunny Corpus Christi! Coastal Financial Partners offers competitive compensation, comprehensive benefits, and a collaborative environment where your expertise will drive client success. We're seeking a detail-oriented professional to manage complex tax portfolios while advancing their career in one of Texas' most vibrant coastal cities.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and provide strategic advisory services
- Manage audit support and IRS correspondence
- Utilize tax software (e.g., ProSystem, Lacerte) for compliance and planning
- Develop and maintain client relationships through proactive communication
- Stay current with tax legislation and regulatory changes
- Collaborate with senior associates on complex tax strategies
Qualifications
- Bachelor's degree in Accounting or Finance (CPA/Master's preferred)
- 2+ years of tax preparation experience
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Active CPA license or eligibility to sit for exam
- Knowledge of Texas tax regulations and SALT compliance