Job Description
Join our award-winning tax team at Apex Tax & Advisory Group, a leading financial services firm in Southern California. We're seeking a detail-oriented Tax Associate to deliver exceptional client service and drive tax compliance excellence. This hybrid role offers growth opportunities in a collaborative environment with competitive benefits and professional development programs. If you're passionate about tax strategy and want to make an impact, apply today!
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and provide advisory services on complex tax matters
- Assist in tax planning strategies to optimize client financial positions
- Review and analyze financial statements for tax compliance accuracy
- Collaborate with audit team to resolve tax-related discrepancies
- Stay updated on evolving tax legislation and regulatory changes
- Train junior staff on tax preparation methodologies
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting
- Strong knowledge of IRS regulations and GAAP principles
- Proficiency in tax software (e.g., ProSystem fx, Lacerte)
- Excellent analytical and problem-solving skills
- Effective communication and client relationship abilities
- Ability to manage multiple deadlines in a fast-paced environment