Job Description
Join our award-winning finance team at Apex Financial Solutions as a Tax Associate in Toledo, OH! We're seeking detail-oriented professionals to deliver exceptional tax services while enjoying a competitive compensation package including a $5,000 sign-on bonus. Our collaborative environment offers rapid career growth and specialized training in federal/state tax compliance, audit support, and client advisory services.
As a key member of our Toledo office, you'll work directly with CPAs and industry experts to serve diverse clients across manufacturing, healthcare, and non-profit sectors. We invest in your professional development through continuing education reimbursement and mentorship programs designed to accelerate your career progression.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with evolving IRS regulations
- Assist clients with tax planning strategies and audit support documentation
- Collaborate with senior associates to resolve complex tax issues
- Utilize tax software (ProSystem fx, UltraTax) for efficient return processing
- Develop client relationships through proactive communication and advisory services
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (public or corporate)
- Active CPA license or progress toward certification required
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment