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Finance 🏢 Full Time ⭐️ Verified

Senior Tax Associate

Apex Financial Partners
Dallas
Estimated Salary
USD 95.000 – USD 135.000
New
Live Update
12 September 2026
Deadline
12 Sep 2027

Job Description

Join our award-winning tax team at Apex Financial Partners as a Senior Tax Associate in the heart of Dallas. We're seeking a meticulous professional to deliver high-value tax solutions to our Fortune 500 clientele. Enjoy premium benefits, hybrid work flexibility, and industry-leading compensation while shaping tax strategies for America's top companies.

Our dynamic downtown office offers state-of-the-art facilities and collaborative workspaces designed for innovation. As part of our growth initiative, this role offers accelerated career progression with quarterly performance reviews and personalized mentorship from partners.

Responsibilities

  • Prepare complex individual, corporate, and partnership tax returns with 100% accuracy
  • Advise high-net-worth clients on tax optimization strategies and compliance matters
  • Lead IRS audits and state tax controversy engagements
  • Utilize ProSystem fx, CCH, and Thomson Reuters for efficient tax processing
  • Mentor junior associates on tax research methodologies
  • Develop tax projections and modeling for M&A transactions
  • Collaborate with international tax teams on cross-border compliance

Qualifications

  • CPA license (required) with 3+ years of public accounting experience
  • Expertise in S-Corporation, Partnership, and Multi-state taxation
  • Advanced proficiency in tax software and data analytics tools
  • Strong background in tax controversy and IRS representation
  • Master's degree in Taxation or relevant certification (e.g., EA)
  • Proven track record of managing $500K+ client portfolios
  • Exceptional written and verbal communication skills

Required Skills

Tax Preparation IRS Compliance Tax Software CPA Financial Analysis Tax Strategy M&A Taxation CCH ProSystem fx

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