Job Description
Apex Tax Partners is a premier tax advisory firm serving the San Diego community and beyond. We are dedicated to providing exceptional tax services to individuals and businesses, and we are currently looking for a Tax Associate to join our high-performing team.
In this role, you will have the opportunity to work on a diverse portfolio of clients, ranging from high-net-worth individuals to growing enterprises. You will be responsible for preparing complex tax returns, conducting tax research, and offering strategic tax planning advice. We pride ourselves on a culture that values accuracy, integrity, and professional growth.
Why Join Us?
We offer a competitive benefits package, a supportive mentorship program, and a collaborative environment where your contributions directly impact our success.
Responsibilities
- Prepare and review individual, corporate, partnership, and fiduciary income tax returns with a high degree of accuracy and efficiency.
- Conduct thorough tax research to ensure compliance with current federal, state, and local tax regulations.
- Communicate clearly and professionally with clients to gather documentation, answer inquiries, and explain tax positions.
- Assist senior staff with tax planning strategies to help clients optimize their tax positions legally.
- Utilize industry-standard tax software (e.g., ProSystem fx, Lacerte, Drake) to process returns and manage client data.
- Participate in year-end and quarterly close processes, ensuring all deadlines are met.
- Stay updated on changes in tax laws and implement necessary updates to office procedures.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field is required.
- CPA certification or active candidate for CPA licensure is highly preferred.
- 1-3 years of experience in public accounting or tax preparation is desired.
- Strong working knowledge of U.S. federal and state tax codes.
- Proficiency in Microsoft Office Suite and tax preparation software is mandatory.
- Exceptional analytical skills and a keen eye for detail are essential.
- Ability to manage multiple priorities and work effectively under tight deadlines.