Job Description
Are you a detail-oriented finance professional looking to advance your career in a high-growth environment? Apex Financial Partners is seeking a Senior Tax Associate to join our dynamic team in Sacramento, CA. We offer a competitive salary, comprehensive benefits, and a culture that values innovation and integrity.
In this pivotal role, you will not only ensure compliance but also provide strategic tax planning advice to high-net-worth clients and mid-sized corporations. If you are driven by challenges and excel in a fast-paced setting, we want to meet you.
Responsibilities
- Prepare and review complex federal, state, and local individual and corporate tax returns.
- Conduct thorough tax research and analysis to identify opportunities for tax savings and ensure compliance with changing regulations.
- Lead a portfolio of clients, providing personalized tax planning strategies and conducting year-end review meetings.
- Collaborate with the audit team to ensure seamless integration of tax considerations during financial statement preparation.
- Stay updated on tax law changes and implement necessary process improvements within the department.
- Mentor junior staff and assist in training new hires on tax software and compliance procedures.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Taxation; Master’s degree or CPA/EA certification is a strong plus.
- Minimum of 3-5 years of experience in tax preparation, corporate or individual taxation.
- Deep knowledge of tax codes, regulations, and reporting requirements (IRC, FATCA, etc.).
- Proficient in industry-standard tax software (e.g., ProSeries, Lacerte, TaxSlayer) and Microsoft Office Suite.
- Exceptional analytical and problem-solving skills with a keen attention to detail.
- Strong verbal and written communication skills, with the ability to explain complex tax concepts to clients clearly.