Job Description
Join our award-winning tax team at Apex Financial Partners and accelerate your career in one of America's fastest-growing financial hubs. We're seeking a detail-oriented Tax Associate to support our diverse client portfolio of high-net-worth individuals and thriving businesses in the Triangle area. Enjoy competitive compensation, comprehensive benefits including 401(k) matching, and clear pathways to CPA licensure. Our collaborative culture combines cutting-edge tax technology with personalized mentorship to help you master complex tax strategies while maintaining work-life balance.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns using ProSystem fx and UltraTax software
- Conduct tax research and planning for clients in healthcare, technology, and real estate sectors
- Manage IRS correspondence and represent clients during audits and inquiries
- Develop tax optimization strategies for multi-state operations and international entities
- Maintain accurate client documentation in compliance with IRS regulations
- Collaborate with audit and advisory teams on integrated financial solutions
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- Deep knowledge of federal, state, and local tax codes
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in fast-paced environment