Job Description
Join our dynamic finance team as a Tax Associate in Tulsa, OK! We're seeking a detail-oriented professional to manage individual and corporate tax compliance while driving client satisfaction. At Apex Financial Group, we offer competitive compensation, flexible work arrangements, and clear pathways to CPA licensure. Enjoy modern office amenities, ongoing professional development, and a collaborative environment where your expertise directly impacts our clients' financial success.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct tax research and provide strategic tax planning advice
- Perform audits and reviews of financial statements for compliance
- Utilize tax software (ProSystem fx, Lacerte) for efficient processing
- Communicate complex tax concepts clearly to diverse clients
- Collaborate with senior staff on complex tax scenarios
- Stay updated on evolving tax legislation and IRS regulations
Qualifications
- Bachelor's degree in Accounting or Finance required
- 1-3 years of tax preparation experience
- Active CPA license or CPA candidate with exam progress
- Proficiency in tax software and Microsoft Excel
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines in a fast-paced environment