Job Description
Join our award-winning tax team in Raleigh, NC as a Tax Associate and accelerate your career in one of America's fastest-growing finance hubs. At Apex Financial Group, we're committed to nurturing talent through rigorous training programs and mentorship from CPA-certified senior advisors. Enjoy competitive benefits including flexible work arrangements, professional development stipends, and a collaborative culture that values innovation and work-life balance.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and corporate clients
- Conduct tax research and analysis to optimize client financial outcomes
- Develop tax planning strategies for high-net-worth individuals and small businesses
- Manage client relationships through proactive communication and consultation
- Utilize ProSystem fx and other tax software for compliance and reporting
- Collaborate with audit teams to ensure cross-functional tax compliance
- Stay updated on tax law changes through continuous education
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- Strong understanding of IRS regulations and state tax codes
- Excellent analytical and problem-solving abilities
- Exceptional written and verbal communication skills
- Ability to manage multiple deadlines in a fast-paced environment
- Professional certification (CPA, EA, or CTEC) required