Job Description
Join our dynamic tax team at Brightside Financial Services, where precision meets innovation! As a Tax Associate, you'll be instrumental in delivering exceptional financial solutions to our diverse clientele. We're seeking a detail-oriented professional to join our San Antonio office and contribute to our reputation for excellence in tax compliance and advisory services. Enjoy competitive compensation, comprehensive benefits, and a collaborative work environment that champions growth and development.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and provide compliance guidance on complex regulations
- Assist with audits and tax disputes with government authorities
- Develop tax planning strategies to optimize client financial outcomes
- Collaborate with senior advisors on multi-client portfolios
- Utilize tax software (e.g., ProSystem fx, UltraTax) for efficient processing
- Maintain accurate client documentation and secure data handling
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- 1-3 years of tax preparation experience (CPA track preferred)
- Active CPA license or eligibility to sit for exam
- Proficiency in tax software and Microsoft Excel
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines in a fast-paced environment
- Knowledge of IRS guidelines and Texas tax regulations