Job Description
Join our dynamic finance team as a Tax Associate and shape the future of tax strategy for high-net-worth clients. At Apex Financial Partners, we blend cutting-edge technology with personalized service to deliver exceptional tax solutions. This remote-friendly position offers unparalleled flexibility while maintaining the collaborative energy of our Los Angeles headquarters. You'll work directly with senior partners to navigate complex tax landscapes and drive financial optimization for our diverse client portfolio.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and provide strategic advice on deductions, credits, and compliance
- Manage client relationships and address tax-related inquiries with precision
- Collaborate with audit teams to ensure tax alignment with financial statements
- Utilize tax software (e.g., ProSystem fx, CCH Axcess) for accurate documentation
- Stay current with tax law changes and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (CPA or Enrolled Agent preferred)
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail
- Excellent communication and client service abilities
- Ability to work independently in a remote environment
- Active California CPA license or eligibility