Job Description
Join our award-winning tax team at Apex Financial Solutions, where we blend expertise with flexibility! We're seeking a dynamic Tax Associate to deliver exceptional client services while enjoying a customizable schedule. This hybrid role (3 days in-office, 2 remote) offers unparalleled work-life balance in Philadelphia's vibrant business district. Grow your career with competitive compensation, comprehensive benefits, and continuous learning opportunities.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with evolving regulations
- Develop proactive tax planning strategies for diverse client portfolios
- Collaborate with senior advisors on complex tax scenarios
- Maintain accurate client documentation using proprietary software
- Represent clients during IRS/state audits and inquiries
Qualifications
- Bachelor's degree in Accounting/Finance with 3+ years tax experience
- Active CPA license or Enrolled Agent certification
- Expertise in QuickBooks, ProSystem fx, and Lacerte software
- Deep understanding of IRS code and Pennsylvania tax regulations
- Exceptional analytical and problem-solving abilities
- Proven client relationship management skills