Job Description
Join our award-winning tax team in Plano, TX! We're seeking a detail-oriented Tax Associate to deliver exceptional financial solutions to high-net-worth clients. Enjoy a competitive salary, comprehensive benefits, and a $7,500 sign-on bonus for qualified candidates. This hybrid role combines in-office collaboration with remote flexibility in our modern, energy-efficient workspace.
Our culture values professional growth through continuous learning programs and CPA certification support. You'll work with cutting-edge tax software and collaborate with industry experts to optimize client portfolios. This is your opportunity to advance your career in one of Texas' most dynamic financial hubs.
Responsibilities
- Prepare and file complex federal, state, and local tax returns for corporate and individual clients
- Conduct tax research and compliance analysis using authoritative sources
- Develop tax planning strategies to minimize client liabilities
- Collaborate with audit teams on multi-state tax compliance projects
- Maintain client relationships through proactive communication and consultative support
- Utilize ProSystem fx and UltraTax for efficient processing
- Stay current on tax legislation changes through CPE programs
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (public or corporate)
- Active CPA license or CPA candidate with 90+ credits
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- Strong knowledge of IRS regulations and state tax codes
- Excellent analytical and problem-solving abilities
- Clear communication skills for client interactions
- Ability to manage multiple deadlines in a fast-paced environment