Job Description
Join our award-winning tax team at Bluegrass Financial Group and kickstart your career in finance! We're seeking a detail-oriented Tax Associate to deliver exceptional service to our diverse client base in Lexington, KY. This immediate hire opportunity offers competitive compensation, professional development, and a collaborative work environment. As a key member of our growing practice, you'll gain hands-on experience with individual and corporate tax preparation while working alongside CPAs and industry experts.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with IRS regulations
- Analyze financial statements and identify tax-saving opportunities
- Manage client relationships through proactive communication
- Collaborate with senior tax professionals on complex cases
- Maintain accurate documentation and digital records
- Stay updated on tax law changes and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (internships acceptable)
- Proficiency with tax software (e.g., ProSystem, Lacerte, or UltraTax)
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Attention to detail with ability to manage deadlines
- Valid CPA license or actively pursuing certification