Job Description
Join Coastal Financial Partners as a Remote-Friendly Tax Associate and become a vital part of our dynamic finance team. We're seeking a meticulous professional to deliver exceptional tax services while enjoying the flexibility of remote work. You'll collaborate with industry experts to navigate complex tax regulations and optimize client financial strategies. This hybrid role combines office collaboration in Virginia Beach with full remote work options, offering unmatched work-life balance. Our culture values innovation, continuous learning, and professional growth, providing clear pathways to CPA licensure and senior positions.
Responsibilities
- Prepare and file accurate federal, state, and local tax returns for individual and corporate clients
- Conduct thorough tax research to ensure compliance with evolving IRS regulations and Virginia tax codes
- Analyze financial data to identify tax-saving opportunities and strategic planning recommendations
- Collaborate with audit teams to resolve tax-related discrepancies and ensure financial statement accuracy
- Develop and maintain strong client relationships through proactive communication and tax planning consultations
- Utilize tax software (e.g., Lacerte, ProSystem fx) to streamline preparation processes and ensure data integrity
- Maintain detailed client documentation and digital records in compliance with SEC and IRS standards
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with individual and corporate returns
- Deep knowledge of federal tax codes, Virginia state tax regulations, and IRS compliance requirements
- Proficiency in tax preparation software and Microsoft Office Suite (Excel intermediate level)
- Strong analytical skills with attention to detail and accuracy in financial data interpretation
- Excellent communication abilities for explaining complex tax concepts to diverse clients
- Ability to work independently while collaborating effectively in a hybrid team environment
- Active CPA license or commitment to obtain within 12 months