Job Description
Are you looking for a challenging and rewarding career in tax? Apex Tax Partners is seeking a detail-oriented Tax Associate to join our dynamic team in Charlotte, NC. We are committed to excellence, integrity, and delivering exceptional results for our clients.
In this role, you will be responsible for preparing complex tax returns, conducting financial research, and collaborating with senior management to develop strategic tax solutions. We offer a competitive benefits package, including health insurance, a 401(k) match, and continuous professional development opportunities.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Opportunities for career growth and professional advancement.
- Supportive and collaborative work environment.
- Modern office located in the heart of Uptown Charlotte.
Responsibilities
- Prepare and review individual, corporate, and partnership federal and state income tax returns.
- Conduct financial statement analysis and assist in tax planning and research.
- Communicate effectively with clients regarding tax status, deadlines, and documentation requirements.
- Ensure compliance with all applicable tax laws and regulations.
- Assist in the preparation of financial projections and tax projections.
- Maintain accurate and up-to-date client records and tax files.
- Participate in team meetings and contribute to business development initiatives.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree or CPA/EA certification preferred.
- 1-3 years of experience in public accounting or tax preparation.
- Strong proficiency in tax preparation software (e.g., Drake, TaxPro, CCH Intuit).
- Excellent analytical and problem-solving skills with a high attention to detail.
- Strong written and verbal communication skills.
- Ability to manage multiple priorities and meet strict deadlines in a fast-paced environment.