Job Description
Welcome to Apex Tax Partners, where we specialize in providing top-tier tax solutions for individuals and businesses. We are currently seeking a detail-oriented and motivated Tax Associate to join our growing team in Minneapolis. In this role, you will play a crucial part in preparing tax returns, ensuring compliance, and building lasting relationships with our clients.
At Apex Tax Partners, we pride ourselves on our collaborative culture and our commitment to professional development. Whether you are an experienced professional or an eager recent graduate, we offer the training and mentorship you need to excel in your career.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns (Form 1040, 1120, etc.) with accuracy and efficiency.
- Conduct tax research and analysis to ensure full compliance with federal, state, and local tax laws.
- Assist clients with tax planning strategies to minimize liability and maximize financial performance.
- Communicate complex tax concepts to clients in a clear and professional manner.
- Collaborate with senior staff to ensure deadlines are met, especially during peak tax seasons.
- Maintain accurate client files and ensure all documentation is organized and up-to-date.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree preferred.
- CPA certification or currently pursuing CPA licensure is a strong plus.
- Strong working knowledge of tax preparation software (e.g., Drake, ProSystem fx Tax, Lacerte).
- Excellent analytical and problem-solving skills with a high attention to detail.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Strong verbal and written communication skills.
- Ability to work independently and manage multiple priorities in a fast-paced environment.