Job Description
Join our dynamic tax team at Apex Tax Solutions in Raleigh, NC! We're seeking a detail-oriented Tax Associate to support high-net-worth individuals and small businesses with comprehensive tax planning and compliance services. This role offers exceptional growth opportunities in a collaborative environment with competitive benefits and professional development support.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and provide strategic tax planning recommendations
- Manage client relationships through proactive communication and consultation
- Perform tax audits and ensure compliance with current tax regulations
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
- Collaborate with senior team members on complex tax scenarios
- Maintain accurate client documentation and case files
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit required
- 2+ years of tax preparation experience
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent communication and client service skills
- Ability to manage multiple deadlines in a fast-paced environment
- Knowledge of IRS regulations and North Carolina tax codes