Job Description
Join Coastal Financial Solutions as a Tax Associate and enjoy the perfect work-life balance with our flexible hours policy! We're seeking a detail-oriented professional to support our growing client base in Corpus Christi. This role offers competitive compensation, remote work options, and a collaborative environment where your expertise truly matters. Help individuals and businesses navigate complex tax regulations while advancing your career in a supportive, modern workplace.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with current IRS regulations
- Manage client communications regarding tax strategies and documentation requirements
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Collaborate with senior accountants on complex tax planning scenarios
- Perform tax audits and respond to IRS inquiries on behalf of clients
- Maintain accurate client records and documentation in secure systems
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience (CPA preferred)
- Strong knowledge of IRS tax codes and filing procedures
- Proficiency in tax software and Microsoft Office Suite
- Excellent analytical and problem-solving abilities
- Effective communication skills for client interactions
- Ability to work independently with flexible scheduling
- Attention to detail with high accuracy in documentation