Job Description
Join our dynamic tax team at Dallas Financial Group and accelerate your career in the heart of Texas' financial hub. We're seeking a detail-oriented Tax Associate to deliver exceptional client services during peak season and beyond. Enjoy competitive compensation, comprehensive benefits, and rapid growth opportunities in a collaborative environment where your expertise directly shapes client success.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with evolving IRS regulations
- Analyze financial data to identify optimization opportunities for clients
- Collaborate with senior advisors on complex tax planning strategies
- Maintain accurate client documentation in case management systems
- Represent clients during IRS inquiries and audits
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit preferred
- 2+ years of tax preparation experience
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines in fast-paced environment