Job Description
Join Coastal Financial Solutions as a Tax Associate in sunny Corpus Christi! We're seeking a detail-oriented professional to deliver exceptional tax services while enjoying the flexibility of custom-tailored work hours. This hybrid role combines remote collaboration with in-office client meetings, allowing you to balance work and life seamlessly.
As a key member of our tax team, you'll leverage cutting-edge tax software to optimize returns for individual and corporate clients. Our supportive environment offers mentorship from CPAs and continuous professional development opportunities. Enjoy competitive benefits including health insurance, retirement plans, and quarterly team-building events in Coastal Bend's beautiful waterfront locations.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct tax research and ensure compliance with evolving IRS regulations
- Collaborate with clients to gather financial documentation and identify optimization opportunities
- Utilize ProSystem fx and Lacerte tax software for accurate return processing
- Represent clients during IRS audits and respond to tax authority inquiries
- Maintain meticulous client records in our secure CRM system
- Participate in quarterly tax planning sessions with senior advisors
Qualifications
- Bachelor's degree in Accounting or Finance (CPA/EA candidates preferred)
- 2+ years of tax preparation experience with individual and corporate returns
- Proficiency in tax software (ProSystem fx, Lacerte, or similar)
- Strong knowledge of IRS tax codes and Texas state tax regulations
- Excellent analytical skills with attention to detail
- Ability to work independently while meeting flexible deadlines
- Effective communication skills for client consultations
- Valid Texas CPA license or active pursuit of certification