Job Description
Are you a detail-oriented professional ready to make a significant impact in the financial sector? Apex Tax Solutions is seeking a talented and motivated Tax Associate to join our thriving team in Boston, Massachusetts.
We pride ourselves on offering a collaborative environment where your expertise is valued. We are thrilled to announce a Sign-On Bonus of $5,000 for all new hires joining our Boston office immediately!
In this role, you will be responsible for managing complex tax requirements, ensuring strict compliance, and delivering exceptional service to our diverse client base. You will have the opportunity to work with cutting-edge technology and mentorship from senior leaders.
Responsibilities
- Prepare and review federal, state, and local income tax returns for individuals and businesses with precision and accuracy.
- Conduct thorough research on current tax laws and regulations to ensure full compliance and optimize tax positions.
- Communicate effectively with clients to resolve tax inquiries, explain complex tax concepts, and provide strategic financial advice.
- Assist in the preparation of financial statements, tax projections, and supporting schedules.
- Participate in year-end audits and assist clients with tax planning initiatives.
- Maintain accurate and up-to-date client records in our industry-leading tax management software.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field required; Master’s degree (MSA/MSF) is preferred.
- CPA certification or currently studying for CPA is a strong plus.
- Minimum of 1-2 years of relevant experience in tax preparation or public accounting.
- Proficiency in tax software (e.g., Drake, UltraTax, or CCH Axcess) and advanced Excel skills.
- Strong analytical skills with exceptional attention to detail and problem-solving abilities.
- Excellent verbal and written communication skills for client-facing interactions.