Job Description
Join our dynamic team at Apex Tax Solutions, a premier financial services firm in Manhattan, as a Part-Time Tax Associate. This role offers the perfect opportunity to leverage your tax expertise in a flexible environment while gaining exposure to high-net-worth individual and corporate tax portfolios. We're seeking a detail-oriented professional with a passion for tax compliance and client service to join our collaborative New York office.
As a key member of our tax division, you'll work directly with senior tax advisors to prepare and review complex tax returns, ensure regulatory compliance, and deliver exceptional client experiences. This position is ideal for ambitious tax professionals seeking flexible hours without compromising career growth in a prestigious NYC firm.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns using ProSystem fx and Lacerte software
- Conduct tax research and analysis on complex federal, state, and local tax issues
- Assist clients with tax planning strategies and IRS correspondence resolution
- Collaborate with audit and advisory teams to ensure comprehensive tax compliance
- Maintain organized client documentation and electronic filing systems
- Communicate tax implications clearly to clients through written reports and presentations
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/MST preferred)
- 2+ years of tax preparation experience in public accounting or corporate tax
- Proficiency in tax preparation software (ProSystem fx, Lacerte, or CCH Axcess)
- Strong understanding of IRS regulations and NY tax codes
- Excellent analytical skills with attention to detail and accuracy
- Effective communication skills for client interactions and team collaboration
- Ability to manage multiple deadlines in a fast-paced environment