Job Description
Join our dynamic tax team at Greensboro Financial Group and accelerate your career in one of North Carolina's fastest-growing financial hubs. We're seeking a meticulous Tax Associate to deliver exceptional tax advisory services to our diverse client portfolio. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment where your expertise drives client success. Apply today to become part of our mission to simplify tax compliance while maximizing financial outcomes for businesses and individuals across the Triad region.
Responsibilities
- Prepare and file federal, state, and local tax returns for corporate and individual clients
- Conduct tax research and ensure compliance with evolving tax regulations and IRS guidelines
- Analyze financial data to identify optimization opportunities and minimize tax liabilities
- Collaborate with senior advisors to develop comprehensive tax strategies for high-net-worth clients
- Manage client relationships through proactive communication and quarterly tax planning reviews
- Maintain accurate documentation in tax preparation software and internal systems
- Support audits and respond to IRS inquiries with precision and professionalism
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience in public accounting or corporate tax department
- Advanced proficiency in tax software (e.g., Lacerte, ProSystem fx, UltraTax)
- Deep understanding of individual, corporate, and partnership taxation
- Strong analytical skills with attention to detail and numerical accuracy
- Excellent written and verbal communication skills for client interactions
- Ability to manage multiple deadlines in a fast-paced environment
- Active CPA license or enrolled agent certification required