Job Description
Join Coastal Financial Partners as a Tax Associate and become part of our award-winning tax advisory team in Virginia Beach. We're seeking a detail-oriented professional to deliver exceptional tax planning and compliance services to our diverse client portfolio. Enjoy competitive compensation, comprehensive benefits, and clear pathways for career advancement in a collaborative environment.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with evolving tax regulations
- Develop tax planning strategies to optimize client outcomes
- Collaborate with senior advisors on complex tax matters and audits
- Maintain accurate client records and documentation
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or actively pursuing certification
- 1-3 years of tax preparation experience
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Ability to manage multiple deadlines in a fast-paced environment