Job Description
Join our dynamic tax team at Apex Tax Solutions in Irvine, CA! We're seeking a meticulous Tax Associate to deliver exceptional financial services to high-net-worth clients. Enjoy a $7,500 sign-on bonus and competitive benefits while working in a collaborative, growth-oriented environment. Our firm combines cutting-edge technology with personalized service to deliver unparalleled tax strategies.
As a key member of our Irvine office, you'll leverage our proprietary tax software and partner with senior advisors to optimize client outcomes. We invest heavily in professional development, offering CPE reimbursement and mentorship programs for career advancement. Apply today to accelerate your tax career in Southern California's premier business hub.
Responsibilities
- Prepare and file complex federal, state, and local tax returns for individuals and corporations
- Conduct tax research using authoritative sources (e.g., IRS, tax codes, case law)
- Analyze financial statements to identify tax optimization opportunities
- Collaborate with audit teams to resolve tax discrepancies and ensure compliance
- Develop client relationships through proactive communication and tax planning consultations
- Maintain accurate records using our proprietary tax management software
- Stay current on tax legislation changes and implement new compliance protocols
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/Master's preferred)
- 3+ years of tax preparation experience in public accounting or corporate tax
- Proficiency in tax software (e.g., Lacerte, ProSystem fx, CCH Axcess)
- Strong understanding of IRS regulations and California tax codes
- Excellent analytical skills with attention to detail for complex financial data
- Certified Public Accountant (CPA) license or active pursuit required
- Exceptional communication skills for client interactions and presentations