Job Description
Join our elite tax team at Apex Tax Solutions and accelerate your career in one of Ohio's most vibrant financial hubs. We're seeking a meticulous Tax Associate to deliver exceptional service to high-net-worth individuals and corporate clients in the Toledo metro area. Enjoy a collaborative environment with cutting-edge tax software, competitive compensation, and clear pathways to CPA licensure. What you'll gain: Expert mentorship from senior tax strategists, specialized training in federal/state compliance, and opportunities to lead complex tax planning initiatives. Apply today to become a cornerstone of our client-first approach.
Responsibilities
- Prepare and file federal, state, and local tax returns for diverse client portfolios
- Conduct tax research and planning to optimize client outcomes
- Manage IRS correspondence and audit support processes
- Maintain accurate client records in ProSystem fx and Lacerte platforms
- Collaborate with cross-functional teams on multi-state tax compliance
- Develop client tax projections and year-round advisory services
- Mentor junior associates on technical tax procedures
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA candidates preferred)
- 2+ years of tax preparation experience with public accounting firms
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- Deep understanding of IRS regulations and Ohio tax codes
- Exceptional analytical skills with attention to detail
- Strong written and verbal communication abilities
- Active Ohio CPA license or willingness to obtain within 6 months