Job Description
Join Coastal Financial Group's elite tax team in sunny St. Petersburg, FL! We're seeking a detail-oriented Tax Associate to support high-net-worth clients and corporate entities. Enjoy competitive compensation, modern office perks, and career advancement in Florida's thriving financial hub. Perfect for CPAs ready to make an impact!
Responsibilities
- Prepare and file federal/state tax returns for individuals and businesses
- Conduct tax research and ensure compliance with IRS regulations
- Advise clients on tax-saving strategies and deductions
- Collaborate with audit teams to resolve tax discrepancies
- Utilize tax software (ProSystem fx, Lacerte) for efficient processing
- Develop client relationships through proactive communication
Qualifications
- Bachelor's degree in Accounting/Finance (CPA preferred)
- 3+ years of tax preparation experience
- Strong knowledge of GAAP and tax codes
- Proficiency in tax software and Microsoft Excel
- Excellent analytical and communication skills
- Ability to manage multiple deadlines in fast-paced environment