Job Description
Join our award-winning tax team at Mountain State Financial Group, where we empower professionals with cutting-edge equipment and industry-leading resources. As a Tax Associate, you'll leverage our state-of-the-art digital tools and comprehensive software suite to deliver exceptional tax solutions to high-net-worth clients and growing businesses. We provide all necessary equipment including dual monitors, ergonomic workstations, and premium tax software licenses – just bring your expertise!
Our Colorado Springs office offers a collaborative environment with hybrid flexibility, competitive benefits, and clear advancement pathways. If you're passionate about tax strategy and committed to client excellence, this is your opportunity to thrive in a supportive, tech-enabled setting.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns using industry-standard software
- Conduct tax research and advise clients on complex tax regulations and compliance matters
- Collaborate with senior advisors to develop tax-saving strategies for diverse client portfolios
- Manage client relationships through proactive communication and quarterly tax planning sessions
- Utilize provided digital tools for data analysis, tax projections, and report generation
- Stay current with IRS updates and state tax law changes through company-provided training resources
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience with individual and business returns
- Proficiency in tax software (e.g., Lacerte, ProSystem fx, CCH) – equipment provided
- Strong analytical skills with attention to detail and accuracy in financial documentation
- Excellent communication skills for client presentations and team collaboration
- Ability to work independently while managing multiple deadlines in a hybrid environment
- Active CPA license or actively pursuing certification