Job Description
Join our elite tax team at Apex Financial Group in Irvine, CA! We're seeking a meticulous Tax Associate to drive client success through comprehensive tax advisory services. With our commitment to professional development and industry-leading compensation packages, this role offers unparalleled growth opportunities in Southern California's thriving financial sector.
Responsibilities
- Prepare and file federal, state, and local tax returns for high-net-worth individuals and corporate clients
- Conduct tax research and compliance analysis using authoritative sources (e.g., IRS, FTB)
- Develop tax optimization strategies for business entities and investment portfolios
- Manage client relationships through proactive communication and advisory consultations
- Collaborate with audit and consulting teams on integrated financial solutions
- Maintain accurate documentation in tax preparation software (e.g., UltraTax, ProSystem)
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/Master's preferred)
- 2+ years of public tax preparation experience with Big 4 or mid-tier firm
- Proficiency in tax compliance software and Microsoft Excel
- Strong understanding of federal/state tax codes and recent legislative changes
- Excellent analytical skills and attention to detail
- Active CPA license or progress toward certification
- Ability to manage multiple deadlines in a fast-paced environment