Job Description
Join our award-winning tax team at Apex Financial Solutions and elevate your career in Glendale's premier financial hub. As a Tax Associate, you'll be instrumental in delivering exceptional tax services to diverse clients while working alongside industry experts in a collaborative, growth-oriented environment. We pride ourselves on fostering professional development through continuous training and mentorship programs.
Why Choose Apex?
- Industry-leading benefits package including 401(k) matching
- Tuition reimbursement for CPA/EA certifications
- Hybrid work model with flexible scheduling
- Annual performance bonuses and advancement opportunities
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with evolving tax regulations
- Analyze financial data to identify tax optimization opportunities
- Collaborate with senior advisors on complex tax planning strategies
- Maintain accurate client documentation in secure digital systems
- Represent clients during IRS/state tax authority communications
- Participate in continuous tax law training and professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/EA candidates preferred)
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Active Arizona State CPA license or equivalent
- Ability to manage multiple deadlines in fast-paced environment