Job Description
Join our award-winning tax team at Apex Financial Group in Durham, NC! We're seeking a detail-oriented Tax Associate to manage complex individual and corporate tax portfolios. This hybrid role offers competitive compensation, comprehensive benefits, and clear career progression paths within our growing firm.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with evolving IRS regulations
- Analyze financial statements to identify optimization opportunities
- Collaborate with audit teams to resolve tax discrepancies
- Utilize tax software (ProSystem, Lacerte) for efficient processing
- Advise clients on tax planning strategies and risk mitigation
- Manage client relationships through proactive communication
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or actively pursuing certification
- 2+ years of tax preparation experience
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Experience with multi-state tax filings