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Shoreline Tax Solutions LLC is seeking a motivated and detail-oriented Tax Associate to join our practice for the upcoming 2026 tax season and beyond. We are a local small business serving primarily individuals and small businesses with a strong emphasis on annual tax planning, preparation, and personalized advisory services.
This is a full-time seasonal employment opportunity with potential for growth to a year-round position. The ideal candidate should be able to work independently and have the ability to prioritize tasks. Excellent time management skills are essential.
Your primary focus will be preparing a variety of tax returns, including personal, self-employed, trust, and business returns (S-Corp, C-Corp, and Partnerships). Your role is key to ensuring clients stay compliant, informed, and financially well-positioned.
What We Do
- Guide clients through the tax preparation process and communicate key deadlines and requirements
- Collect and organize financial records and tax forms
- Input data into tax software and internal databases
- Apply federal, state, and local tax laws to determine deductions and calculate tax liabilities or refunds
- File tax documents with appropriate agencies, including the IRS and state / local entities
- Represent clients in communications with tax authorities as needed
- Provide strategic tax planning advice
- Build and maintain strong client relationships to support business growth
Responsibilities
Review prior-year tax returns and current-year documentation to prepare accurate filingsCommunicate with clients via phone, email, and in person to schedule appointments, gather information, and discuss tax mattersResearch tax laws, precedents, and updates to ensure compliance and optimizationPrioritize tasks based on filing deadlines and workflow demands, keeping the owner informed of progressDraft marketing and administrative communicationsMaintain and update the client relationship management (CRM) system with relevant notes and status updatesQualifications
Bachelor's degree (or currently pursuing) in Finance, Accounting, Taxation, or a related field-preferredStrong client service mindset and relationship management skillsAbility to thrive in a fast-paced, deadline-driven environmentHighly organized, detail-oriented, and resourcefulStrong technical aptitude and excellent written and verbal communication skillsSeniority level
Entry level
Employment type
Full-time
Job function
Accounting / Auditing and Finance
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