Job Description
Join our elite tax team at Apex Financial Partners as a Part-Time Tax Associate. This role offers the perfect blend of flexible scheduling and high-impact work in Manhattan's premier financial district. Ideal for CPA candidates or experienced tax professionals seeking part-time engagement, you'll collaborate with senior advisors on complex individual and corporate tax returns while leveraging cutting-edge tax software. Enjoy competitive compensation, professional development stipends, and a supportive environment that values work-life balance.
Responsibilities
- Prepare and review federal, state, and local tax returns for high-net-worth individuals and C corporations
- Conduct tax research using authoritative sources (e.g., RIA, CCH, BNA)
- Assist with tax planning strategies and compliance documentation
- Manage client relationships through regular communication and advisory sessions
- Utilize tax software (ProSystem fx, Lacerte) for efficient processing
- Collaborate with audit teams on cross-functional engagements
- Stay updated on tax law changes through continuous professional education
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or actively pursuing CPA certification
- 2+ years of tax preparation experience (individual/corporate)
- Proficiency in tax software and MS Excel
- Strong analytical and problem-solving skills
- Excellent written and verbal communication abilities
- Ability to work independently with minimal supervision
- Attention to detail with 0% error tolerance for deliverables