Job Description
Are you a detail-oriented finance professional looking to make a significant impact in the energy capital of the world? Apex Tax Partners is seeking a driven Tax Associate to join our dynamic team in Houston, Texas.
We pride ourselves on delivering exceptional financial solutions to a diverse portfolio of clients. As a Tax Associate, you will play a crucial role in ensuring compliance, maximizing client returns, and fostering long-term relationships.
Why Join Us?
- Competitive compensation package ($65k - $85k).
- Comprehensive health, dental, and vision insurance.
- Professional development and CPA/CMA support.
- A collaborative, high-performance culture.
Job Overview
As a Tax Associate, you will be responsible for the preparation and review of various tax returns, ensuring accuracy and adherence to IRS regulations. You will also assist clients with strategic tax planning to optimize their financial standing.
Responsibilities
- Prepare and review individual and corporate tax returns (Form 1040, 1120, 1065) with a high degree of accuracy.
- Conduct thorough tax research and analysis to ensure compliance with current federal, state, and local tax laws and regulations.
- Assist clients with tax planning strategies to minimize liability and maximize tax efficiency.
- Communicate complex tax concepts to clients and stakeholders in a clear, professional, and consultative manner.
- Maintain accurate client records, tax files, and documentation to ensure timely filing of all tax documents.
- Collaborate with senior staff on complex audits, tax projections, and special projects.
- Stay updated on changes in tax legislation and industry trends.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field is required.
- 3+ years of experience in tax preparation, public accounting, or corporate tax environment (preferred).
- Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is a strong plus.
- Proficiency in tax preparation software (e.g., Drake, Lacerte, UltraTax, ProSystem fx Tax) and MS Office Suite (Excel, Word, PowerPoint).
- Strong analytical skills with a keen eye for detail and accuracy in data entry and reporting.
- Excellent interpersonal and communication skills; ability to interact with diverse clients.
- Ability to work effectively in a fast-paced, deadline-driven environment while maintaining a positive attitude.