Job Description
Are you seeking a dynamic role in the financial sector? Apex Tax Solutions is currently hiring a detail-oriented Tax Associate to join our team in Santa Ana, CA. We pride ourselves on providing exceptional tax services to our clients and offer a collaborative work environment where your skills will grow.
In this position, you will be responsible for assisting with the preparation of tax returns, ensuring compliance with federal and state regulations, and providing expert tax advice to our diverse client base.
Responsibilities
- Prepare and file federal and state income tax returns for individuals and small businesses.
- Conduct tax planning and research to identify opportunities for tax savings.
- Review financial documents, bank statements, and other records for accuracy.
- Communicate effectively with clients regarding tax inquiries and complex financial matters.
- Utilize industry-standard tax software (e.g., ProSeries, Lacerte, or TaxSlayer) to process returns efficiently.
- Stay updated on changing tax laws and regulations to ensure compliance.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field is required.
- CPA or EA certification is preferred but not mandatory for entry-level candidates.
- 1-3 years of experience in tax preparation or accounting is a plus.
- Strong proficiency in Microsoft Office Suite, specifically Excel.
- Excellent analytical skills and a high degree of accuracy in data entry.
- Strong verbal and written communication skills.