Job Description
Join our prestigious Durham-based financial services firm as a Tax Associate and become part of a dynamic team dedicated to excellence in tax compliance and advisory services. We offer a collaborative environment with opportunities for professional growth and career advancement. Our firm specializes in providing tailored tax solutions to high-net-worth individuals and corporate clients across the Triangle region. As a key member of our tax department, you'll work with industry-leading professionals while enjoying competitive benefits and a supportive work culture.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns ensuring accuracy and compliance with federal/state regulations
- Conduct tax research and analysis to resolve complex tax issues and optimize client outcomes
- Develop and maintain strong client relationships through proactive communication and tax planning consultations
- Collaborate with audit and advisory teams to provide integrated financial solutions
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient return preparation and documentation
- Stay updated on evolving tax legislation and implement changes in client strategies
- Assist in tax planning engagements to minimize liabilities and maximize savings
Qualifications
- Bachelor's degree in Accounting, Finance, or related field; CPA or active pursuit required
- 2-4 years of public accounting or corporate tax experience
- Proficiency in tax preparation software and Microsoft Office Suite
- Strong knowledge of federal, state, and local tax regulations
- Excellent analytical, problem-solving, and communication skills
- Ability to manage multiple deadlines in a fast-paced environment
- Attention to detail with high standards for accuracy and quality
- Valid North Carolina CPA license preferred