Job Description
Join Coastal Financial Solutions as a Tax Associate and enjoy the perfect work-life balance with our flexible hours policy! We're seeking a detail-oriented professional to support our diverse client base in Corpus Christi. Our collaborative environment offers remote work options and competitive benefits, including professional development stipends and quarterly team outings. As a trusted partner to local businesses and individuals, we pride ourselves on innovation and client-centric solutions.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with evolving IRS regulations
- Collaborate with senior associates on complex tax planning strategies
- Manage client relationships through proactive communication and tax consultations
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Identify optimization opportunities and provide tax-saving recommendations
- Maintain accurate client documentation and electronic filing systems
Qualifications
- Bachelor's degree in Accounting or Finance required; CPA preferred
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software and Microsoft Excel
- Strong knowledge of federal/state tax regulations and filing requirements
- Excellent analytical skills with attention to detail
- Effective communication and client service abilities
- Ability to work independently with flexible scheduling (8am-6pm core hours)
- Texas CPA license or eligibility to obtain within 6 months