Job Description
Join Coastal Financial Partners, a leading financial services firm in Corpus Christi, as a Tax Associate. We're seeking a detail-oriented professional to deliver exceptional tax services to our diverse client portfolio. Enjoy competitive compensation, comprehensive benefits, and a supportive team environment where your expertise drives client success.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns
- Conduct tax research and ensure compliance with IRS regulations
- Analyze financial statements to identify tax-saving opportunities
- Collaborate with senior team members on complex tax planning strategies
- Maintain accurate client records and documentation
- Provide responsive tax consultation to high-net-worth clients
- Stay updated on changing tax legislation and industry best practices
Qualifications
- Bachelor's degree in Accounting or Finance required
- 2+ years of tax preparation experience
- CPA certification or actively pursuing CPA
- Proficiency in tax software (e.g., Lacerte, ProSystem fx)
- Strong analytical and problem-solving skills
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment