Job Description
Join our dynamic tax team at Tampa Financial Group, where we provide all necessary equipment to excel in your role! As a Tax Associate, you'll leverage cutting-edge software and hardware to deliver exceptional client services. We offer a collaborative environment with professional growth opportunities and comprehensive benefits. Bring your expertise, and we'll provide the tools for success!
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Analyze financial records to identify deductions, credits, and potential tax liabilities
- Utilize provided tax software (e.g., Lacerte, ProSystem fx) for accurate calculations
- Communicate complex tax concepts clearly to clients and team members
- Stay updated on tax law changes and implement best practices
- Collaborate with senior associates on tax planning strategies
- Maintain organized digital client files using provided document management systems
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience (CPA or EA preferred)
- Proficiency in tax software and Microsoft Office Suite (equipment provided)
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Valid Florida CPA license or ability to obtain within 6 months
- Ability to work independently and in a team environment