Job Description
Join our dynamic tax team at Louisville Financial Partners and accelerate your career in one of America's fastest-growing financial hubs. We're seeking a detail-oriented Tax Associate to deliver exceptional client services while building expertise in individual and corporate taxation. Enjoy competitive compensation, comprehensive benefits, and clear pathways to specialization in areas like international tax or state & local tax planning.
Our culture combines collaborative mentorship with cutting-edge technology. You'll work alongside CPAs and Enrolled Agents while mastering industry-leading tax software. We invest heavily in professional development – including fully funded CPE credits and exam support for CPA candidates.
Responsibilities
- Prepare and review individual and corporate tax returns (1040, 1120, 1065) ensuring compliance with IRS regulations
- Conduct tax research on complex issues using authoritative sources (e.g., RIA, CCH)
- Assist clients with tax planning strategies to minimize liabilities while maximizing deductions
- Manage client relationships through proactive communication and quarterly tax consultations
- Collaborate with audit teams to ensure seamless coordination for multi-service clients
- Utilize tax software (e.g., UltraTax, Lacerte) to automate workflows and ensure accuracy
- Stay current on tax law changes through continuous education and internal training
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA candidates preferred)
- 1-3 years of tax preparation experience in public accounting or corporate setting
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail in complex financial data
- Excellent written and verbal communication skills for client interactions
- Ability to manage multiple deadlines in a fast-paced environment
- Professional ethics and commitment to maintaining client confidentiality
- Active CPA license or progress toward certification required