Job Description
Are you an analytical thinker ready to make an impact in the financial sector? Apex Tax Partners is currently seeking a Tax Associate to join our thriving office in Tampa, Florida. We are committed to excellence in tax compliance and planning, and we are looking for a motivated individual to help us deliver top-tier service to our diverse client base.
In this role, you will be instrumental in managing tax preparation, compliance, and advisory services. We believe in empowering our employees with the resources they need to excel, which is why we provide a comprehensive equipment package to every new hire. This includes premium laptops, dual monitors, ergonomic peripherals, and unlimited access to the latest tax research software.
Responsibilities
- Prepare and review complex federal, state, and local income tax returns with a focus on accuracy and efficiency.
- Conduct in-depth tax research to ensure full compliance with current regulations and identify optimization opportunities.
- Assist senior tax consultants in developing strategic tax planning solutions for individuals and businesses.
- Communicate effectively with clients to explain tax implications, answer inquiries, and build lasting professional relationships.
- Organize and maintain accurate financial records and documentation required for internal audits and regulatory submissions.
- Collaborate with the finance team to streamline processes and improve overall departmental performance.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Taxation (Master’s degree preferred).
- CPA certification or eligibility to sit for the CPA exam is highly desirable.
- Strong working knowledge of tax codes, GAAP, and financial reporting standards.
- Proficiency in industry-standard tax preparation software such as ProSeries, Lacerte, or UltraTax CS.
- Demonstrated ability to meet strict deadlines and manage multiple priorities in a fast-paced environment.
- Exceptional attention to detail and strong problem-solving skills.