Job Description
Join our elite tax team at Apex Financial Partners and accelerate your career with an exclusive $5,000 sign-on bonus! We're seeking a detail-oriented Tax Associate to deliver exceptional client solutions in Toledo's growing financial sector. Enjoy competitive benefits, mentorship from CPAs, and opportunities for rapid advancement in a collaborative environment.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with evolving IRS regulations
- Collaborate with senior advisors to develop strategic tax planning solutions
- Manage client relationships and provide proactive tax consultation
- Utilize tax software (e.g., Lacerte, ProSystem fx) for accurate reporting
- Contribute to internal process improvements for efficiency gains
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with public accounting firm
- Strong knowledge of individual and corporate tax codes
- Proficiency in tax software and MS Office Suite
- Excellent analytical and problem-solving abilities
- Ohio CPA license or eligibility required