Job Description
Are you a detail-oriented Tax Associate looking for an immediate opportunity to grow your career in the Inland Empire?
Apex Tax Solutions is seeking a high-caliber Tax Associate to join our premium Riverside, CA team. We pride ourselves on delivering exceptional financial services and are looking for a proactive professional to help us maintain our standard of excellence.
Why Choose Apex Tax Solutions?
- Immediate Start: Join our team immediately and hit the ground running.
- Competitive Compensation: Earn a salary between $65,000 and $85,000 with performance bonuses.
- Modern Environment: Work in a collaborative, tech-forward office with a focus on work-life balance.
- Professional Growth: Access to ongoing training and mentorship from industry veterans.
We are looking for someone who is not only technically proficient but also passionate about helping clients navigate the complexities of the tax code.
Responsibilities
- Tax Preparation & Filing: Prepare and file federal and state individual income tax returns with a focus on accuracy and timely delivery.
- Tax Planning: Assist clients with year-round tax planning strategies to minimize liability and maximize deductions.
- Client Communication: Interact directly with clients to explain tax situations, answer inquiries, and provide peace of mind.
- Compliance Review: Review work papers and calculations to ensure full compliance with IRS regulations and internal quality control standards.
- Software Management: Utilize tax preparation software (ProSeries, Drake, or Lacerte) effectively to manage client data and workflows.
- Record Keeping: Maintain organized, up-to-date client files and tax records for audit readiness.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or Taxation is required.
- Certification: Enrolled Agent (EA) or CPA certification is strongly preferred; recent graduates with relevant internship experience are also considered.
- Experience: 1-3 years of experience in tax preparation (individual and/or corporate tax) is required.
- Technical Skills: Proficiency in Microsoft Office Suite and specific tax preparation software is essential.
- Analytical Skills: Strong analytical mindset with a keen eye for detail and numbers.
- Communication: Excellent verbal and written communication skills to interact with diverse clients.
- Location: Must be willing to work in our Riverside, CA office.