Job Description
Join our elite tax team at Apex Financial Partners, where precision meets innovation in the heart of Raleigh's thriving business district. We're seeking a meticulous Tax Associate to drive our clients' financial success through expert tax planning and compliance strategies. Enjoy a collaborative environment with cutting-edge technology and competitive benefits while making tangible impacts on local businesses. Apply today to elevate your career in one of America's fastest-growing tech hubs.
Responsibilities
- Prepare and review federal, state, and local tax returns for corporate and individual clients
- Analyze financial data to identify tax optimization opportunities
- Ensure compliance with evolving tax regulations and IRS guidelines
- Conduct tax research and provide advisory services to clients
- Collaborate with audit and consulting teams on integrated financial solutions
- Maintain accurate client documentation and tax records
- Assist in tax planning strategies for mergers, acquisitions, and reorganizations
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of public accounting tax experience
- Deep knowledge of federal and North Carolina tax codes
- Proficiency in tax software (Lacerte, ProSystem, or equivalent)
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines in fast-paced environment
- Professional certification (CPA, EA, or MST) required