Job Description
Are you a detail-oriented tax professional seeking a flexible, rewarding opportunity in North Carolina? Apex Financial Partners is currently looking for a Part-Time Tax Associate to join our high-performing team in Durham. If you excel in a fast-paced environment and have a passion for helping clients navigate their financial obligations, we want to hear from you.
As a Tax Associate, you will play a crucial role in ensuring accuracy and compliance for our diverse client portfolio. We offer a collaborative culture, competitive compensation, and the flexibility to balance your professional expertise with your personal life.
Responsibilities
- Prepare and Review: Prepare and review federal, state, and local individual and business tax returns (Form 1040, 1120, 1065, 1120S) with high accuracy and efficiency.
- Client Communication: Interact with clients to gather necessary financial documents, explain tax positions, and answer inquiries regarding tax filings.
- Compliance: Ensure all tax filings are submitted by deadlines and remain compliant with current tax laws and regulations.
- Software Proficiency: Utilize tax preparation software (e.g., Lacerte, ProSeries, or similar) to manage client data and streamline the filing process.
- Record Keeping: Maintain organized and secure client files, both electronic and physical, in accordance with company policies.
- Special Projects: Assist with year-end procedures, tax planning strategies, and potential audit support when required.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or a related field required.
- Certification: Currently pursuing CPA (Certified Public Accountant) or EA (Enrolled Agent) certification is preferred; prior internship experience in tax preparation is a plus.
- Experience: Minimum of 1-2 years of experience in tax preparation or accounting is highly desirable.
- Technical Skills: Proficiency in Microsoft Office Suite and experience with accounting/tax software (e.g., QuickBooks, Xero, Lacerte).
- Soft Skills: Strong analytical skills, attention to detail, and excellent verbal and written communication abilities.
- Availability: Must be available to work part-time hours, primarily during peak tax seasons (Jan–April) with potential for consistent off-season work.