Job Description
Join Coastal Financial Solutions and launch your career in tax preparation with our comprehensive paid training program! We're seeking motivated Tax Associates to join our Virginia Beach team and provide exceptional tax services to clients. No prior tax experience required – we'll equip you with industry-leading expertise through our structured training curriculum. Enjoy competitive compensation, career advancement opportunities, and a collaborative work environment in the heart of Virginia Beach.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct thorough tax research and ensure compliance with current tax laws
- Communicate complex tax concepts clearly to clients via phone, email, and in-person meetings
- Utilize tax software (e.g., Lacerte, ProSeries) to maximize accuracy and efficiency
- Identify tax-saving opportunities and provide proactive financial planning advice
- Collaborate with senior tax professionals to resolve complex tax scenarios
- Maintain meticulous client documentation and confidentiality standards
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Ability to learn tax software systems quickly
- Customer service mindset with problem-solving aptitude
- Willingness to obtain CPA or Enrolled Agent certification within 2 years
- Authorized to work in the United States