Job Description
Join our elite tax team at Apex Financial Solutions, where precision meets opportunity. We're seeking a detail-oriented Part-Time Tax Associate to support high-net-worth individuals and small businesses in New York's vibrant financial district. Enjoy flexible hours while mastering complex tax strategies and building your career in a collaborative, growth-oriented environment.
Responsibilities
- Prepare and review individual and corporate tax returns
- Analyze financial statements to optimize tax positions
- Ensure compliance with federal, state, and local tax regulations
- Communicate tax strategies clearly to diverse clientele
- Utilize tax software (ProSystem, Lacerte) for efficient processing
- Collaborate with senior advisors on complex tax planning cases
- Maintain accurate client documentation and filing systems
Qualifications
- Bachelor's degree in Accounting/Finance or related field
- 2+ years of tax preparation experience
- CPA or Enrolled Agent certification preferred
- Proficiency in tax software and Microsoft Excel
- Strong analytical and problem-solving abilities
- Excellent communication and client service skills
- Ability to manage multiple deadlines in a fast-paced setting