Job Description
Join Apex Tax Solutions as a Tax Associate and become a key player in our mission to provide exceptional financial clarity to our clients. Located in the heart of Chandler, Arizona, our firm is dedicated to professional excellence and community growth. We are looking for a motivated, detail-oriented individual to assist in preparing tax returns and ensuring compliance with federal and state regulations.
As a Tax Associate, you will work in a collaborative environment that values integrity, accuracy, and continuous learning. We offer a competitive benefits package, professional development opportunities, and a supportive team culture that makes every day rewarding.
Responsibilities
- Prepare and review individual, partnership, and corporate income tax returns with a high degree of accuracy.
- Conduct thorough tax research to interpret complex tax laws and regulations affecting clients.
- Communicate effectively with clients to resolve tax inquiries and explain complex tax concepts.
- Assist in the preparation of financial statements and supporting schedules.
- Stay current on changes in tax legislation and implement necessary updates in workflow.
- Collaborate with senior staff during the busy season to ensure all deadlines are met.
- Maintain strict confidentiality of client financial data at all times.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- CPA certification is a strong plus but not required for entry-level positions.
- 1-3 years of experience in tax preparation or accounting is preferred.
- Proficiency in tax preparation software (e.g., Drake, Lacerte, ProSystem fx) is required.
- Strong proficiency in Microsoft Excel (VLOOKUP, Pivot Tables) is highly desirable.
- Excellent analytical skills with a keen eye for detail.
- Strong written and verbal communication skills.
- Ability to work efficiently under pressure and meet tight deadlines.