Job Description
Are you looking to accelerate your career in the financial sector?
Apex Financial Partners is a premier accounting and advisory firm based in the heart of Charlotte. We are currently seeking a highly motivated and detail-oriented Tax Associate to join our growing team. If you are passionate about tax compliance, strategic planning, and client relations, we want to meet you.
At Apex, we believe in fostering a culture of excellence and continuous growth. As a Tax Associate, you will play a crucial role in ensuring our clients remain compliant while maximizing their tax efficiency. We offer a competitive compensation package, comprehensive benefits, and a collaborative work environment.
Why Join Apex Financial Partners?
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Generous paid time off and holiday schedule.
- Professional development and CPA exam support.
- Modern office amenities in the Uptown Charlotte district.
Apply Today! Don't miss this opportunity to advance your career with a top-tier firm.
Responsibilities
- Prepare and review federal, state, and local individual and corporate income tax returns, including extensions.
- Conduct thorough tax research to support complex tax positions and ensure full compliance with current tax laws and regulations.
- Assist in the preparation of financial statements and perform reconciliations for audit purposes.
- Communicate effectively with clients to gather necessary documentation and explain tax findings in a clear, professional manner.
- Collaborate with senior team members on tax planning strategies and year-end close processes.
- Utilize tax software (e.g., ProSeries, Lacerte, or TaxSlayer) to manage client tax data efficiently.
- Maintain accurate client files and ensure all documentation is organized and up-to-date.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree or CPA/EA certification preferred.
- Minimum of 1-3 years of experience in tax preparation, corporate or individual taxation.
- Strong working knowledge of GAAP and tax compliance requirements.
- Proficiency in Microsoft Excel and experience with tax preparation software.
- Excellent analytical skills with a keen attention to detail and accuracy.
- Strong verbal and written communication skills, with the ability to explain complex tax concepts to clients.
- Must be self-motivated, organized, and able to manage multiple deadlines in a fast-paced environment.