Job Description
Join our dynamic finance team as a Tax Associate and become part of a forward-thinking firm that values innovation and work-life balance. We're seeking a detail-oriented professional to support our diverse client portfolio with comprehensive tax services. Enjoy our remote-friendly work environment while collaborating with industry experts in San Jose's thriving tech corridor. At Apex Financial Partners, we offer competitive compensation, flexible scheduling, and clear pathways for career advancement in tax advisory.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns with precision
- Conduct tax research and analysis to ensure compliance with federal/state regulations
- Develop tax planning strategies to optimize client financial outcomes
- Collaborate with audit teams on tax-related adjustments and documentation
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
- Communicate complex tax concepts clearly to clients and stakeholders
- Stay current on tax law changes and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience in public accounting
- Strong knowledge of IRS regulations and California tax codes
- Proficiency in tax software and MS Office Suite
- Excellent analytical and problem-solving abilities
- Valid CPA license or actively pursuing certification
- Exceptional attention to detail and organizational skills