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Finance 🏢 Full Time ⭐️ Verified

Remote-Friendly Tax Associate

Apex Financial Partners
San Francisco, CA
Estimated Salary
USD 85.000 – USD 110.000
Live Update
31 Juli 2026
Deadline
31 Jul 2027

Job Description

Join our dynamic finance team as a Remote-Friendly Tax Associate and revolutionize how clients navigate complex tax landscapes. This hybrid role offers unparalleled flexibility while maintaining deep engagement with San Francisco's vibrant business community. You'll leverage cutting-edge technology to deliver precision-driven tax solutions, collaborate with industry leaders, and accelerate your career in one of America's most dynamic financial hubs.

Our commitment to work-life balance and professional development makes this ideal for ambitious tax professionals seeking growth without geographical constraints. Enjoy competitive compensation, comprehensive benefits, and the freedom to excel from anywhere in the Bay Area.

Responsibilities

  • Prepare and file federal, state, and local tax returns for high-net-worth individuals and corporations
  • Conduct in-depth tax research and compliance analysis utilizing Thomson Reuters and CCH platforms
  • Develop strategic tax planning frameworks to optimize client financial outcomes
  • Collaborate with cross-functional teams on M&A transactions and international tax structures
  • Maintain meticulous documentation and audit trail preparation for IRS examinations
  • Mentor junior associates on emerging tax regulations and software applications
  • Present complex tax strategies to clients through virtual and in-person consultations

Qualifications

  • CPA license or active pursuit with 3+ years of tax preparation experience
  • Advanced proficiency in tax software (UltraTax, ProSystem fx, or Lacerte)
  • Demonstrated expertise in S-Corporation, Partnership, and Trust taxation
  • Strong analytical skills with attention to detail in financial reporting
  • Experience with multi-state tax compliance and international tax treaties
  • Exceptional communication skills for client relationship management
  • Ability to thrive in remote work environments with self-discipline
  • Bachelor's degree in Accounting, Finance, or related field (MBA preferred)

Required Skills

Tax Preparation CPA Financial Reporting IRS Compliance Tax Law Accounting Software Communication Research Analysis

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