Job Description
Join our dynamic tax team at Bluegrass Financial Partners and accelerate your career in one of Kentucky's fastest-growing financial firms. We're seeking a detail-oriented Tax Associate to immediately support our diverse client portfolio with comprehensive tax compliance, planning, and advisory services. This full-time role offers rapid growth opportunities, competitive compensation, and a collaborative environment where your expertise will directly impact client success. Perfect for candidates ready to hit the ground running in a supportive, professional setting.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals, corporations, and partnerships
- Conduct tax research and ensure compliance with current IRS and Kentucky tax regulations
- Analyze financial data to identify tax-saving opportunities for clients
- Collaborate with senior team members on complex tax planning strategies
- Maintain accurate client records and tax documentation
- Assist in responding to IRS inquiries and tax audits
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting or similar role
- Strong knowledge of federal and Kentucky tax codes and filing requirements
- Proficiency with tax software and Microsoft Office Suite
- Excellent analytical and problem-solving skills
- Ability to manage multiple deadlines in a fast-paced environment
- Strong attention to detail and accuracy in financial data handling
- Active CPA license or commitment to pursue certification