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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Apex Financial Group
Chula Vista, CA
Estimated Salary
USD 75.000 – USD 95.000
New
Live Update
19 September 2026
Deadline
19 Sep 2027

Job Description

Join our award-winning tax team as a Remote-Friendly Tax Associate in sunny Chula Vista, CA! We're seeking a detail-oriented professional to deliver exceptional tax services while enjoying the flexibility of hybrid/remote work. As a key member of our growing practice, you'll support diverse clients with complex tax compliance strategies in a collaborative, tech-enabled environment. Our culture values work-life balance, continuous learning, and career advancement opportunities.

Why You'll Love Working With Us:

  • Hybrid work model with 2 office days/week
  • Comprehensive benefits package + retirement matching
  • Tuition reimbursement for CPA/EA certification
  • Annual performance bonuses and profit sharing

Responsibilities

  • Prepare and file federal, state, and local tax returns for individuals and businesses
  • Conduct tax research and ensure compliance with evolving tax regulations
  • Analyze financial data to identify optimization opportunities for clients
  • Collaborate with senior advisors on complex tax planning strategies
  • Utilize tax software (e.g., ProSystem fx, CCH Axcess) for efficient processing
  • Maintain accurate client documentation and audit trail records
  • Provide responsive client communication and tax-related consultations

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • 2+ years of tax preparation experience (public or corporate)
  • Active CPA license or enrolled agent (EA) certification preferred
  • Proficiency in tax software and Microsoft Office Suite
  • Strong analytical skills with attention to detail
  • Ability to work independently while collaborating virtually
  • Excellent written and verbal communication skills
  • Experience with multi-state tax compliance a plus

Required Skills

Tax Preparation CPA EA Tax Compliance Financial Analysis ProSystem fx CCH Axcess Microsoft Excel Client Advisory

Ready to Take This Challenge?

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