Job Description
Join Coastal Financial Group's dynamic tax team in Corpus Christi, TX! We're seeking a meticulous Tax Associate to deliver exceptional financial advisory services to our diverse client base. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment focused on professional growth. Apply today to advance your career in coastal Texas's thriving finance sector.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns
- Conduct tax research and ensure compliance with IRS regulations
- Assist clients with tax planning strategies and deductions optimization
- Manage audit inquiries and resolve tax discrepancies
- Collaborate with senior advisors on complex tax scenarios
- Maintain accurate client documentation and tax records
- Utilize tax software (e.g., ProSystem fx, CCH Axcess) for efficient processing
Qualifications
- Bachelor's degree in Accounting or Finance required
- 1-3 years of tax preparation experience
- Active CPA license or CPA candidate strongly preferred
- Proficiency in tax software and Microsoft Excel
- Exceptional attention to detail and analytical skills
- Strong communication and client service abilities
- Knowledge of Texas tax regulations a plus