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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Coastal Financial Partners
Virginia Beach
Estimated Salary
USD 60.000 – USD 85.000
New
Live Update
18 September 2026
Deadline
18 Sep 2027

Job Description

Join our dynamic finance team as a Tax Associate at Coastal Financial Partners in vibrant Virginia Beach! We're seeking a detail-oriented professional to deliver exceptional tax advisory services to our diverse client portfolio. Enjoy collaborative work culture, continuous learning opportunities, and competitive benefits including health insurance, retirement plans, and professional development stipends. Located in the heart of Coastal Virginia, our firm offers hybrid flexibility and a supportive environment for career growth.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individuals and businesses
  • Conduct tax research and advise clients on compliance strategies
  • Develop tax planning solutions to optimize client financial outcomes
  • Perform audits and reviews of financial records for accuracy
  • Collaborate with senior associates on complex tax matters
  • Utilize tax software (e.g., Lacerte, ProSystem) for efficient processing
  • Stay updated on evolving tax legislation and regulations

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • CPA license or active pursuit required
  • 2+ years of tax preparation experience
  • Proficiency in tax software and MS Office Suite
  • Strong analytical and problem-solving abilities
  • Excellent verbal and written communication skills
  • Ability to manage multiple deadlines in fast-paced environment
  • Attention to detail with high accuracy standards

Required Skills

Tax Preparation IRS Compliance Financial Analysis Software Proficiency Client Communication Attention to Detail Problem Solving

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