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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Mountain State Financial Group
Colorado Springs
Estimated Salary
USD 60.000 – USD 75.000
New
Live Update
26 September 2026
Deadline
26 Sep 2027

Job Description

Join our award-winning tax team in Colorado Springs and accelerate your career in finance! We're seeking a detail-oriented Tax Associate to deliver exceptional client services while navigating complex tax regulations. This direct-hire opportunity offers competitive compensation, comprehensive benefits, and a collaborative environment focused on professional growth. Work alongside industry experts in a modern downtown office with flexible scheduling options.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individual and corporate clients
  • Conduct tax research and ensure compliance with current IRS regulations
  • Analyze financial data to identify tax planning opportunities and deductions
  • Manage client relationships through regular consultations and proactive communication
  • Utilize tax software (ProSystem fx, Lacerte) for efficient document processing
  • Collaborate with audit and consulting teams on cross-functional projects
  • Maintain accurate client records and documentation in compliance with standards

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
  • 2+ years of tax preparation experience with individual and corporate returns
  • Proficiency in tax software and Microsoft Office Suite
  • Strong analytical skills with attention to detail and accuracy
  • Active CPA license or eligibility to sit for Colorado CPA exam
  • Excellent communication skills for client interactions
  • Knowledge of Colorado state tax regulations and local compliance requirements

Required Skills

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

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