Job Description
Join a Premier Tax Firm in the Heart of Stockton!
Are you a meticulous professional looking for a flexible schedule without sacrificing career growth? Apex Tax Partners is seeking a dedicated Part-Time Tax Associate to support our growing client base. We are looking for someone who excels in detail-oriented work and thrives in a fast-paced environment.
In this role, you will play a crucial role in preparing accurate tax returns and providing exceptional client service. We offer a competitive hourly rate and a supportive culture that prioritizes work-life balance. If you are ready to advance your career in a stable, professional setting, apply today!
Responsibilities
- Prepare Returns: Prepare and file individual (Form 1040) and small business tax returns (Form 1120/1120-S) accurately and in accordance with IRS regulations.
- Client Interaction: Communicate with clients to gather necessary documentation, answer tax-related inquiries, and explain complex financial concepts clearly.
- Compliance Review: Perform quality control reviews of tax returns to ensure compliance with federal and state tax laws.
- Bookkeeping Support: Assist with basic bookkeeping tasks, including bank reconciliations and accounts payable/receivable for small business clients.
- Record Management: Organize and maintain client files, both physical and electronic, ensuring data integrity and confidentiality.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or Taxation is preferred.
- Experience: Minimum of 1-2 years of experience in tax preparation or public accounting is required.
- Certifications: CPA, EA (Enrolled Agent), or Tax Preparer certification is a strong plus.
- Technical Skills: Proficiency in tax preparation software (e.g., Lacerte, ProSeries, TurboTax) and Microsoft Office Suite.
- Attributes: Strong analytical skills, high attention to detail, and the ability to manage multiple deadlines effectively.