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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Coastal Financial Partners
Virginia Beach
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
5 September 2026
Deadline
5 Sep 2027

Job Description

Join our dynamic finance team as a Tax Associate and embrace the flexibility of remote work while serving clients in the Virginia Beach area. We're seeking a detail-oriented professional to manage individual and corporate tax preparation, ensure compliance with IRS regulations, and deliver exceptional client service. Enjoy a collaborative hybrid work environment with competitive benefits and career growth opportunities.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individuals and businesses
  • Conduct tax research and provide strategic tax planning advice
  • Review financial documents for accuracy and completeness
  • Manage client relationships and address tax-related inquiries
  • Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
  • Stay updated on tax law changes and implement compliance measures
  • Collaborate with audit and consulting teams on integrated solutions

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • CPA license or active pursuit preferred
  • 2+ years of tax preparation experience
  • Proficiency in tax software and Microsoft Office Suite
  • Strong analytical and problem-solving skills
  • Excellent communication and client management abilities
  • Familiarity with Virginia tax regulations
  • Ability to work independently in a remote setting

Required Skills

Tax Preparation CPA IRS Compliance Tax Planning ProSystem fx Lacerte Financial Analysis Client Relations

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