Job Description
Join our dynamic tax team at Apex Financial Group, a leading financial services firm in Charlotte's thriving Uptown district. We're seeking a detail-oriented Tax Associate to deliver exceptional tax compliance and advisory services to our diverse client portfolio. This full-time position offers competitive compensation, comprehensive benefits, and clear career advancement pathways in one of America's fastest-growing finance hubs. Our collaborative culture emphasizes continuous learning and professional development, with opportunities to specialize in corporate, individual, or international taxation.
Responsibilities
- Prepare and file federal, state, and local tax returns for corporate and individual clients
- Conduct tax research and analysis to ensure compliance with evolving tax regulations
- Assist in tax planning strategies to optimize client financial outcomes
- Review financial statements and identify tax-saving opportunities
- Collaborate with audit and consulting teams on integrated client solutions
- Maintain accurate client documentation and electronic filing systems
- Stay current on tax legislation changes and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting or corporate tax
- Strong knowledge of IRS regulations and state tax codes
- Proficiency in tax software (e.g., Lacerte, ProSystem fx, or CCH Axcess)
- Excellent analytical and problem-solving abilities
- Exceptional attention to detail and organizational skills
- Effective communication skills for client interactions and team collaboration
- Active CPA license or progress toward certification