Job Description
Join our dynamic finance team at Summit Financial Partners as an immediate hire Tax Associate! We're seeking a detail-oriented professional to deliver exceptional tax services to our diverse client portfolio in Fort Wayne, IN. This is your opportunity to accelerate your career in a supportive environment with competitive benefits and growth opportunities.
As a key member of our tax division, you'll leverage your expertise to navigate complex tax regulations while building long-term client relationships. Our commitment to professional development ensures you'll stay at the forefront of industry trends and compliance requirements.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and provide strategic planning advice to clients
- Perform tax compliance reviews and ensure adherence to IRS regulations
- Collaborate with audit teams to resolve tax-related discrepancies
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Develop and maintain client relationships through proactive communication
- Stay current on tax law changes and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (CPA preferred)
- Proficiency in tax software and Microsoft Office Suite
- Strong knowledge of federal/state tax regulations
- Excellent analytical and problem-solving skills
- Ability to manage multiple deadlines in a fast-paced environment
- Professional communication and client service orientation
- Active CPA license or eligibility to obtain within 6 months