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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Apex Financial Partners
New York
Estimated Salary
USD 55.000 – USD 75.000
New
Live Update
5 September 2026
Deadline
5 Sep 2027

Job Description

Launch your career in tax at one of NYC's most dynamic financial firms! As a Tax Associate, you'll receive comprehensive training to master tax compliance, planning, and client advisory services. Our mentorship-driven environment ensures rapid skill development while supporting professionals at all levels. Enjoy competitive benefits, flexible work arrangements, and clear pathways to advancement.

Responsibilities

  • Prepare and review individual, corporate, and partnership tax returns
  • Assist with tax research and documentation compliance
  • Collaborate with senior staff on client deliverables
  • Utilize tax software (ProSystem, Lacerte) for efficient processing
  • Contribute to tax planning strategies for diverse client portfolios
  • Maintain accurate client records and documentation
  • Participate in continuing education programs

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • 0-2 years of tax experience (internships welcome)
  • Proficiency in Microsoft Excel and basic accounting software
  • Strong analytical and problem-solving abilities
  • Excellent written and verbal communication skills
  • Detail-oriented with high accuracy standards
  • Eagerness to learn tax regulations and procedures
  • Valid CPA or EA exam enrollment preferred

Required Skills

Tax Preparation Financial Reporting Excel Research Communication Problem Solving Tax Software

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