Job Description
Join our elite tax team at Apex Financial Partners in Milwaukee and accelerate your career with a $5,000 sign-on bonus! We're seeking a meticulous Tax Associate to deliver exceptional client service while navigating complex tax landscapes. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment where your expertise drives client success.
Responsibilities
- Prepare and file federal, state, and local tax returns for high-net-worth individuals and corporations
- Conduct tax research and provide strategic planning guidance to minimize liabilities
- Manage client relationships through proactive communication and quarterly reviews
- Collaborate with senior advisors on multi-state tax compliance and IRS audit support
- Maintain meticulous documentation in compliance with IRS regulations
- Utilize ProSystem fx, CCH, and other industry-leading tax software platforms
- Mentor junior associates on emerging tax legislation and best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience with public accounting firms
- Deep expertise in individual, corporate, and partnership taxation
- Proficient in tax software (ProSystem fx, Lacerte, or CCH Axcess)
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication abilities
- Active CPA license or CPA candidate with exam completion
- Ability to manage multiple deadlines in a fast-paced environment