Job Description
Are you a detail-oriented professional seeking a rewarding career in tax preparation? Apex Tax Solutions is expanding our team in Orlando, FL, and is looking for a qualified Tax Associate to join us. We are committed to providing our team with the resources they need to succeed, which includes the provision of all necessary equipmentâlaptops, smartphones, and softwareâto ensure you are fully equipped from day one.
Why Work With Us?
- Full Equipment Provided: We cover the cost of your laptop, phone, and tax preparation software so you can focus on your work.
- Modern Work Environment: Join a collaborative team in a prime Orlando location.
- Competitive Benefits: Includes health insurance, paid time off, and professional development opportunities.
The Role:
As a Tax Associate, you will be responsible for preparing accurate tax returns for individuals and businesses while maintaining the highest standards of client service. You will work closely with senior accountants to ensure compliance and optimize tax strategies for our clients.
Responsibilities
- Prepare and review individual and business income tax returns (1040, 1120, 1065, 1065 K-1s) with 100% accuracy.
- Gather and analyze financial documents from clients to ensure complete and accurate filing.
- Communicate complex tax concepts to clients in a clear, professional, and reassuring manner.
- Stay current with federal, state, and local tax laws and regulations to ensure compliance.
- Utilize industry-standard tax preparation software (e.g., Lacerte, Drake, ProSeries) efficiently.
- Assist with year-round tax planning and advisory services for a diverse client portfolio.
Qualifications
- Bachelorâs degree in Accounting, Finance, or a related field is required.
- CPA certification (or currently enrolled in CPA exam preparation) is strongly preferred.
- Minimum of 2-3 years of experience in tax preparation or public accounting.
- Strong analytical skills with a keen eye for detail and accuracy.
- Proficiency in Microsoft Office Suite and tax preparation software.
- Excellent verbal and written communication skills.
- Ability to work independently as well as part of a team in a fast-paced environment.