Job Description
Are you a detail-oriented finance professional seeking a challenging and rewarding career in the heart of the South? Memphis Financial Solutions is looking for a highly skilled Tax Associate to join our dynamic team. We pride ourselves on delivering exceptional financial guidance to a diverse portfolio of clients and offer a competitive benefits package including health insurance, 401(k) matching, and professional development opportunities.
In this pivotal role, you will be responsible for ensuring the accuracy and compliance of tax filings while building strong relationships with our clients. You will work in a fast-paced environment where your analytical skills and attention to detail will directly impact our firm's success.
Responsibilities
- Prepare and review federal, state, and local income tax returns for individuals and corporations with a focus on accuracy and timeliness.
- Conduct comprehensive tax research to interpret complex tax codes and identify tax-saving opportunities for clients.
- Communicate effectively with clients to gather necessary documentation, explain tax positions, and address inquiries.
- Assist senior staff with audit support, including the preparation of workpapers and responses to tax authorities.
- Stay abreast of changes in tax legislation and ensure the firm remains compliant with evolving regulations.
- Utilize industry-standard tax software (e.g., Drake, ProSystem fx) to manage client accounts efficiently.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field is required.
- CPA or EA certification is strongly preferred; relevant experience will be considered.
- 1-3 years of experience in public accounting or tax preparation is highly desirable.
- Proficiency in accounting and tax software (Drake, ProSystem fx, Lacerte, or UltraTax) is a plus.
- Strong analytical thinking and exceptional problem-solving abilities.
- Excellent written and verbal communication skills with the ability to explain complex tax concepts to clients.