Job Description
Are you a detail-oriented professional looking to make a significant impact in the financial sector?
We are seeking a highly skilled and motivated Tax Associate to join our dynamic team in Lexington, KY. At Lexington Financial Partners, we pride ourselves on delivering exceptional tax services to our diverse clientele while fostering a culture of growth and innovation. If you have a passion for numbers and a commitment to excellence, we want to hear from you.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Opportunities for professional development and CPA certification support.
- A collaborative and supportive work environment in the heart of downtown Lexington.
Key Responsibilities:
- Prepare and review individual, corporate, and partnership tax returns in compliance with current tax laws and regulations.
- Conduct tax research and analysis to ensure accurate reporting and identify potential tax savings opportunities for clients.
- Communicate complex tax concepts clearly to clients and stakeholders, providing strategic tax planning advice.
- Assist in the preparation of financial statements and supporting schedules for audit purposes.
- Manage client relationships, addressing inquiries and ensuring high levels of customer satisfaction.
- Utilize tax software (e.g., ProSystem fx, Lacerte) efficiently to streamline workflow and meet deadlines.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree (MAcc) preferred.
- Candidate for or currently holding a CPA license is highly desirable.
- Minimum of 2-4 years of experience in public accounting or tax preparation.
- Strong proficiency in Microsoft Office Suite, particularly Excel.
- Excellent analytical and problem-solving skills with a keen attention to detail.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns in compliance with current tax laws and regulations.
- Conduct tax research and analysis to ensure accurate reporting and identify potential tax savings opportunities for clients.
- Communicate complex tax concepts clearly to clients and stakeholders, providing strategic tax planning advice.
- Assist in the preparation of financial statements and supporting schedules for audit purposes.
- Manage client relationships, addressing inquiries and ensuring high levels of customer satisfaction.
- Utilize tax software (e.g., ProSystem fx, Lacerte) efficiently to streamline workflow and meet deadlines.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree (MAcc) preferred.
- Candidate for or currently holding a CPA license is highly desirable.
- Minimum of 2-4 years of experience in public accounting or tax preparation.
- Strong proficiency in Microsoft Office Suite, particularly Excel.
- Excellent analytical and problem-solving skills with a keen attention to detail.
- Ability to work independently and manage multiple priorities in a fast-paced environment.