Job Description
Join Apex Financial Services and take your career to the next level with our dynamic Tax Associate role in Fort Wayne, IN. We are seeking a detail-oriented and analytical professional to manage complex tax compliance tasks and provide exceptional service to our growing client base. As a Tax Associate, you will play a crucial role in ensuring financial accuracy and strategic planning for our diverse clientele.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Opportunities for professional development and CPA certification support.
- Collaborative and supportive work environment.
- Access to cutting-edge tax software and technology.
Apply today to become part of a team that values excellence and innovation in tax services.
Responsibilities
- Prepare and review federal, state, and local individual and corporate income tax returns with a high degree of accuracy.
- Conduct in-depth tax research to support tax planning strategies and resolve complex tax issues.
- Communicate effectively with clients regarding tax status, filing requirements, and audit inquiries.
- Assist in the preparation of financial statements, schedules, and supporting documentation for audits.
- Maintain up-to-date knowledge of current tax laws, regulations, and industry trends.
- Collaborate with senior staff to develop client relationships and drive firm growth.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field required.
- 2-5 years of experience in tax preparation or public accounting preferred.
- CPA certification or currently pursuing CPA licensure is a major plus.
- Proficiency in tax preparation software (e.g., ProSeries, UltraTax, Lacerte) and Microsoft Excel.
- Strong analytical skills with exceptional attention to detail.
- Excellent verbal and written communication skills.