Job Description
Join our dynamic finance team at Coastal Financial Advisors as a Tax Associate in Corpus Christi, TX. We're seeking a detail-oriented professional to deliver exceptional tax services to our diverse client portfolio. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in a supportive environment. Apply today to become part of our award-winning firm!
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research to resolve complex compliance issues
- Develop tax planning strategies to optimize client outcomes
- Collaborate with audit and consulting teams on cross-functional engagements
- Maintain accurate client records and ensure adherence to IRS regulations
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
- Stay updated on evolving tax legislation and industry best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit (preferred)
- 2+ years of tax preparation experience
- Strong knowledge of IRS regulations and tax codes
- Proficiency in tax software and Microsoft Office Suite
- Excellent analytical and problem-solving abilities
- Exceptional communication and client management skills
- Ability to manage multiple deadlines in a fast-paced environment