Job Description
Join our award-winning tax team at Bluegrass Financial Group in the heart of Lexington, KY! We're seeking a detail-oriented Tax Associate to deliver exceptional service to our diverse client portfolio. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment focused on professional growth. Apply today to launch your career in one of America's most vibrant financial hubs!
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns
- Conduct tax research and provide compliance guidance
- Manage client relationships through regular communication
- Assist in tax planning strategies for high-net-worth clients
- Collaborate with senior staff on complex tax matters
- Maintain accurate documentation and audit trails
- Utilize tax software (ProSystem fx, Lacerte) efficiently
Qualifications
- Bachelor's degree in Accounting or Finance required
- 1-3 years of tax preparation experience
- CPA or active pursuit of CPA certification preferred
- Proficient in tax software and Microsoft Excel
- Strong analytical and problem-solving skills
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in fast-paced environment
- Kentucky residency or willingness to relocate