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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Apex Tax & Advisory Solutions
Charlotte
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
20 September 2026
Deadline
20 Sep 2027

Job Description

Join our dynamic team at Apex Tax & Advisory Solutions as a Tax Associate and accelerate your career in one of America's fastest-growing financial hubs. We're seeking a detail-oriented professional to deliver exceptional tax services to our diverse client portfolio while growing under mentorship from industry experts. Enjoy modern workspaces, comprehensive benefits, and opportunities for CPA licensure support in Charlotte's thriving Uptown district.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individuals and businesses
  • Conduct tax research and compliance analysis using authoritative resources
  • Assist clients with tax planning strategies and IRS correspondence
  • Collaborate with senior team members on complex tax engagements
  • Maintain accurate client documentation in tax software systems
  • Participate in continuous professional development initiatives

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • 1-3 years of tax preparation experience preferred
  • Active CPA license or progress toward certification
  • Proficiency in tax software (e.g., UltraTax, ProSystem fx)
  • Strong analytical skills and attention to detail
  • Excellent written and verbal communication abilities
  • Ability to manage multiple deadlines in a fast-paced environment

Required Skills

Tax Preparation CPA Tax Compliance Research IRS Regulations Financial Analysis Client Communication Tax Software

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