Job Description
Are you a detail-oriented professional ready to advance your career in corporate finance? Apex Financial Partners is seeking a highly skilled Tax Associate to join our dynamic team in Chula Vista, CA.
We pride ourselves on delivering exceptional financial solutions to a diverse portfolio of clients. As a Tax Associate, you will play a pivotal role in ensuring compliance, optimizing tax strategies, and supporting our senior leadership.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Opportunities for professional development and CPA certification support.
- Collaborative and inclusive work environment.
We are looking for someone who thrives in a fast-paced setting and possesses a strong understanding of tax regulations.
Responsibilities
- Prepare and review complex individual and corporate federal and state tax returns (Form 1040, 1120, 1065).
- Conduct tax research and analysis to ensure compliance with current tax laws and regulations.
- Assist in the preparation of financial statements and tax projections.
- Communicate with clients regarding tax inquiries, notices, and filing statuses.
- Assist in the planning and execution of tax audits and examinations.
- Collaborate with the accounting team to resolve discrepancies and ensure data accuracy.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Taxation required.
- CPA certification or currently pursuing CPA licensure is a strong plus.
- Minimum of 2-3 years of experience in tax preparation or public accounting.
- Proficiency in tax preparation software (e.g., ProSeries, Drake, or Lacerte).
- Strong analytical skills with attention to detail and accuracy.
- Excellent verbal and written communication skills.