Job Description
Are you looking to advance your career in the dynamic tax industry? Pinnacle Tax Solutions is seeking a highly motivated and detail-oriented Tax Associate to join our team in St. Petersburg, FL. We pride ourselves on providing exceptional service to our clients and fostering a culture of continuous learning and professional growth.
As a Tax Associate, you will play a crucial role in preparing complex tax returns, ensuring compliance, and building lasting relationships with our diverse client base. We offer a competitive benefits package, a collaborative work environment, and clear pathways for career advancement.
Responsibilities
- Prepare and review individual and business tax returns (Forms 1040, 1120, 1065, 1066) ensuring accuracy and compliance with federal and state regulations.
- Conduct tax research and analysis to identify opportunities for tax savings and ensure proper filing.
- Communicate with clients to gather necessary documentation, explain tax concepts, and provide updates on filing status.
- Assist senior staff with tax planning strategies and year-end projections.
- Maintain strict confidentiality of all financial and client data.
- Utilize tax preparation software (e.g., ProSeries, Lacerte, Drake) efficiently.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field is required.
- 1-3 years of experience in tax preparation is preferred.
- CPA or EA certification is a strong plus.
- Strong working knowledge of US tax laws, including IRC provisions.
- Proficiency in Microsoft Excel and tax preparation software.
- Excellent analytical skills with a keen eye for detail.
- Effective verbal and written communication skills.