Job Description
Join our innovative tax team at Apex Tax Advisors, where we blend cutting-edge technology with personalized client solutions. As a remote-friendly Tax Associate, you'll be instrumental in delivering exceptional financial services to diverse clients across San Diego and beyond. We offer a collaborative culture, professional development opportunities, and the flexibility to excel from home or our downtown San Diego office.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns
- Conduct tax research and ensure compliance with federal/state regulations
- Collaborate with clients to gather financial documentation and resolve inquiries
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
- Assist in tax planning strategies to optimize client outcomes
- Contribute to continuous process improvements in our remote workflows
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience (public/private sector)
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills and attention to detail
- Excellent written/verbal communication abilities
- Proven ability to work independently in remote environments
- Active California CPA license or eligibility