Job Description
Join our dynamic tax team at Horizon Financial Partners as a Tax Associate with unprecedented schedule flexibility! We're seeking a detail-oriented professional to deliver exceptional tax advisory services while maintaining work-life balance through customizable hours. This hybrid role combines in-office collaboration with remote flexibility, making it ideal for candidates needing adaptable schedules. You'll work directly with CPAs and financial advisors to optimize client outcomes in a supportive, growth-oriented environment.
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 audit teams to resolve tax discrepancies and optimize strategies
- Develop tax planning recommendations for high-net-worth clients
- Utilize ProSystem fx and Lacerte software for efficient tax processing
- Maintain accurate client documentation in secure digital portals
- Participate in quarterly tax strategy meetings with senior partners
Qualifications
- Bachelor's degree in Accounting or Finance (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting
- Strong knowledge of IRS codes and state tax regulations
- Proficiency in tax software and Microsoft Excel
- Exceptional analytical and problem-solving abilities
- Ability to manage deadlines in a flexible work environment
- Excellent written and verbal communication skills
- Active CPA license or willingness to pursue immediately