Job Description
Join our award-winning tax team at Apex Financial Partners in Raleigh, NC! We're seeking a detail-oriented Tax Associate to deliver exceptional client services while advancing your career in a collaborative environment. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in one of America's fastest-growing cities.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with current regulations
- Analyze financial data to identify tax optimization opportunities
- Collaborate with senior staff on complex tax planning strategies
- Maintain accurate client documentation in tax software systems
- Communicate tax implications clearly to clients and stakeholders
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (CPA/Master's preferred)
- Proficiency in tax software (e.g., ProSystem, Lacerte, or UltraTax)
- Strong understanding of IRS regulations and state tax codes
- Exceptional analytical and problem-solving abilities
- Excellent written and verbal communication skills