Job Description
Join Coastal Financial Advisors' prestigious tax team in Corpus Christi, TX! We're seeking a meticulous Tax Associate to deliver exceptional financial solutions to our diverse client portfolio. This role offers competitive compensation, comprehensive benefits, and clear pathways to advancement in a collaborative coastal city environment. If you thrive in precision-driven finance and seek work-life balance, apply today to elevate your career.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research to ensure compliance with evolving IRS regulations
- Develop strategic tax planning solutions to minimize client liabilities
- Perform tax audits and resolve IRS inquiries with professionalism
- Maintain accurate client documentation using ProSystem fx software
- Collaborate with senior partners on complex multi-jurisdictional tax cases
- Train junior staff on emerging tax legislation and best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/Master's preferred)
- 3+ years of public tax preparation experience
- Advanced proficiency in tax software (ProSystem fx, Lacerte, or CCH Axcess)
- Deep understanding of S-Corp, partnership, and trust taxation
- Strong analytical skills with attention to detail
- Active Texas CPA license or eligibility to obtain within 6 months
- Exceptional written and verbal communication abilities