Job Description
Join Coastal Financial Partners' elite tax team in Virginia Beach and accelerate your career in one of America's fastest-growing financial hubs. We're seeking a detail-oriented Tax Associate to support high-net-worth individuals and local businesses with comprehensive tax planning and compliance services. Enjoy a collaborative environment with cutting-edge resources and clear advancement paths. Our firm offers competitive benefits, flexible scheduling, and a commitment to professional development. If you're passionate about tax strategy and want to make an impact in Virginia Beach's thriving business community, we want to hear from you.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and provide strategic planning advice
- Manage client relationships through regular consultations and proactive communication
- Collaborate with senior advisors on complex tax scenarios and IRS compliance issues
- Maintain accurate financial records and ensure adherence to tax regulations
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Support audit engagements and respond to tax authority inquiries
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit (preferred)
- 2+ years of tax preparation experience
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment
- Virginia residency or willingness to relocate