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Tax Associate

Sunshine State Financial Group
St. Petersburg
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
26 September 2026
Deadline
26 Sep 2027

Job Description

Join our dynamic tax team at Sunshine State Financial Group, where expertise meets innovation. As a Tax Associate, you'll provide comprehensive tax solutions to diverse clients while advancing your career in Florida's vibrant financial hub. Enjoy competitive benefits, professional development opportunities, and a collaborative culture that values precision and growth.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individuals and businesses
  • Conduct tax research and ensure compliance with current tax laws and regulations
  • Analyze financial data to identify tax-saving opportunities and optimization strategies
  • Collaborate with senior tax professionals on complex tax planning engagements
  • Maintain accurate client records and documentation in compliance with IRS standards
  • Provide responsive client support and clear explanations of tax implications
  • Stay updated on tax legislation changes affecting clients in Florida

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • CPA license or active pursuit preferred
  • 2+ years of tax preparation experience in public accounting
  • Proficiency in tax software (e.g., Lacerte, ProSystem fx)
  • Strong analytical skills with attention to detail
  • Excellent written and verbal communication abilities
  • Ability to manage multiple deadlines in a fast-paced environment
  • Florida residency or willingness to relocate

Required Skills

Tax Preparation IRS Compliance Financial Analysis Tax Planning CPA Lacerte ProSystem fx Client Advisory

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