Job Description
Welcome to Apex Tax Solutions, a premier accounting firm dedicated to excellence in tax compliance and financial strategy. We are currently seeking a highly motivated and detail-oriented Remote Friendly Tax Associate to join our dynamic team in Los Angeles, CA.
As a Tax Associate, you will play a crucial role in preparing complex tax returns and providing strategic advice to our diverse clientele. We offer a hybrid-friendly environment, allowing you the flexibility to work from our Los Angeles office or from the comfort of your home.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Opportunities for professional growth and certification support (CPA/EA).
- Collaborative and inclusive company culture.
Key Responsibilities:
Responsibilities
- Prepare and File Returns: Prepare federal, state, and local individual and corporate income tax returns accurately and timely using industry-standard software.
- Client Communication: Interact directly with clients to gather necessary documentation, answer tax-related inquiries, and explain complex tax concepts clearly.
- Tax Planning: Assist clients with tax planning strategies to minimize liability and maximize deductions within legal compliance.
- Compliance & Research: Conduct research on tax laws and regulations to ensure all filings comply with current IRS guidelines and state-specific rules.
- Review & Quality Control: Review work of junior staff to ensure accuracy and adherence to firm policies.
- Bookkeeping Support: Perform basic bookkeeping duties and reconcile bank statements for select clients.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or Taxation required; Master’s degree preferred.
- Certification: Candidate for CPA or EA certification, or currently certified.
- Experience: 1-3 years of experience in public accounting or tax preparation is highly desirable.
- Technical Skills: Proficiency with tax preparation software (e.g., ProSeries, Drake, UltraTax) and Microsoft Excel (VLOOKUP, Pivot Tables).
- Attention to Detail: Exceptional attention to detail with the ability to identify errors and discrepancies in financial data.
- Communication: Strong verbal and written communication skills with the ability to build rapport with clients.