Job Description
Are you looking for a career that blends precision with flexibility?
At Pinnacle Tax Group, we are redefining the tax landscape by offering remote-friendly opportunities for driven professionals. We are seeking a highly skilled Tax Associate to join our dynamic team in Charlotte, NC. In this role, you will be at the forefront of financial compliance, helping clients navigate complex tax landscapes while enjoying a supportive work environment.
Why Join Us?
- Flexible Work Environment: Enjoy the best of both worlds with hybrid and remote work options.
- Professional Growth: Access continuous training and mentorship from industry experts.
- Competitive Compensation: We value your expertise with a salary range that reflects your skills.
- Modern Benefits: Comprehensive health coverage, 401(k) matching, and generous PTO.
We are looking for a proactive individual who thrives in a fast-paced setting and is committed to delivering excellence in tax preparation and advisory services.
Responsibilities
- Prepare and Review Returns: Efficiently prepare individual, corporate, and partnership tax returns, ensuring accuracy and compliance with federal and state regulations.
- Client Communication: Serve as the primary point of contact for clients, providing clear explanations of tax results and offering strategic advice.
- Compliance Management: Stay updated on changing tax laws and ensure all client filings meet current IRS and state requirements.
- Research & Analysis: Conduct thorough tax research to resolve complex issues and optimize clients' tax positions.
- Software Proficiency: Utilize advanced tax software (e.g., ProSeries, Drake, or Lacerte) to manage large volumes of data accurately.
- Team Collaboration: Work closely with senior accountants and managers to streamline tax workflows and improve team efficiency.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or Taxation required; Master’s degree preferred.
- Experience: 1-3 years of progressive experience in tax preparation or public accounting.
- Certifications: CPA or Enrolled Agent (EA) certification is highly preferred.
- Technical Skills: Proficient in Microsoft Office Suite and advanced tax preparation software.
- Attention to Detail: Exceptional analytical skills with a meticulous eye for detail.
- Communication: Strong verbal and written communication skills with the ability to explain complex tax concepts to non-experts.
- Remote Readiness: Self-motivated and able to manage time effectively in a remote or hybrid setting.