Job Description
Join our dynamic finance team as a Tax Associate at Apex Financial Group in the heart of San Jose's tech hub! We're urgently seeking a detail-oriented tax professional to deliver exceptional client services and support our growing portfolio of high-net-worth individuals and tech startups. Enjoy competitive compensation, comprehensive benefits, and career advancement opportunities in one of America's most vibrant economic centers.
Responsibilities
- Prepare and review individual and corporate tax returns (1040, 1120, etc.) ensuring compliance with federal/state regulations
- Conduct tax research and planning strategies to optimize client outcomes
- Manage IRS/state tax notices and represent clients during audits
- Collaborate with cross-functional teams on complex tax transactions
- Maintain accurate client documentation in tax preparation software
- Stay updated on tax law changes and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience with individual/business returns
- Proficiency in tax software (e.g., Lacerte, ProSystem fx)
- Strong knowledge of IRS procedures and California tax regulations
- Excellent analytical and problem-solving abilities
- Exceptional communication skills for client interactions