Job Description
Are you a detail-oriented professional looking to make a significant impact in the financial sector? Apex Tax Solutions is seeking a talented Tax Associate to join our dynamic team in Glendale, AZ.
As a Tax Associate, you will play a critical role in preparing and reviewing tax returns for a diverse portfolio of clients. We pride ourselves on our commitment to accuracy, client satisfaction, and professional growth. If you are ready to advance your career in a fast-paced environment, we want to hear from you.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns in strict compliance with IRS regulations.
- Conduct in-depth tax research and analysis to ensure clients receive the most advantageous tax strategies.
- Communicate effectively with clients regarding tax inquiries, audit notices, and account status.
- Assist in the preparation of complex financial statements and supporting schedules.
- Collaborate with senior tax staff to meet critical filing deadlines during peak tax seasons.
- Maintain accurate client records and prepare comprehensive year-end documentation.
- Identify opportunities for tax savings and process improvements within the department.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 1-3 years of hands-on experience in tax preparation (CPA candidates are strongly preferred).
- Strong working knowledge of professional tax software (e.g., ProSeries, Lacerte, or Drake).
- Excellent analytical, organizational, and problem-solving skills.
- Proficiency in Microsoft Office Suite, with advanced Excel skills a major plus.
- Ability to work efficiently under pressure and manage multiple deadlines simultaneously.
- Strong interpersonal skills with a focus on client service and confidentiality.