Job Description
Are you a meticulous tax professional looking for a role that offers the ultimate work-life balance? Apex Tax Solutions is seeking a Tax Associate to join our prestigious team in Madison, WI. We specialize in providing comprehensive tax services to individuals and small businesses, and we are looking for someone who thrives in a flexible, client-focused environment.
In this role, you will have the autonomy to structure your schedule while delivering high-quality tax preparation and planning services to a growing client base. We value expertise, integrity, and the freedom to manage your professional time effectively.
Responsibilities
- Prepare and review individual income tax returns (1040) and corporate returns (1120) with a focus on accuracy and compliance.
- Conduct in-depth tax research to identify deductions, credits, and optimization opportunities for clients.
- Communicate complex tax concepts to clients in a clear, professional, and approachable manner.
- Manage client correspondence, including responding to inquiries and providing tax updates.
- Assist with the preparation of financial statements and support the tax planning process.
- Ensure all documentation is organized, secure, and compliant with current IRS regulations.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field is required.
- CPA certification or current CPA candidate status is highly preferred.
- Minimum of 2 years of experience in tax preparation or public accounting.
- Proficient in tax preparation software (e.g., ProSeries, Lacerte, Drake) and Microsoft Office Suite.
- Strong analytical skills with an exceptional eye for detail.
- Excellent written and verbal communication skills with a customer-first mindset.