Job Description
Join our dynamic tax team at Apex Financial Partners and accelerate your career in Indianapolis' thriving financial sector. We're seeking a detail-oriented Tax Associate to support high-net-worth individuals and growing businesses with comprehensive tax planning and compliance services. Enjoy a collaborative environment with mentorship from CPAs and exposure to complex tax strategies.
Responsibilities
- Prepare and review individual and corporate tax returns (1040, 1120, 1065)
- Research tax regulations and identify optimization opportunities
- Manage client relationships and respond to IRS/state inquiries
- Utilize tax software (Lacerte, ProSystem) for efficient processing
- Collaborate with audit and advisory teams on integrated solutions
- Stay current on tax law changes through CPE programs
Qualifications
- Bachelor's degree in Accounting or Finance (required)
- 1-3 years tax preparation experience
- CPA certification or active pursuit preferred
- Proficiency in tax software and Microsoft Excel
- Strong analytical and problem-solving abilities
- Excellent written/verbal communication skills
- Ability to manage multiple deadlines in a fast-paced environment