Job Description
Join the Leader in Financial Excellence
Apex Financial Partners is seeking a driven and detail-oriented Tax Associate to join our thriving team in Tampa, FL. We pride ourselves on delivering top-tier financial services to a diverse clientele, and we are looking for a professional who is ready to make an impact. In this role, you will be at the forefront of tax strategy and compliance, ensuring our clients achieve their financial goals with precision and efficiency.
Why Join Us?
- Competitive Compensation: Salary range of $85k - $130k depending on experience.
- Comprehensive Benefits: Health, dental, vision, and 401(k) matching.
- Career Growth: Clear pathways to Senior Tax Associate and Manager roles.
- Modern Work Environment: Collaborative office culture with flexible working hours.
If you have a passion for numbers and a desire to work in a high-paying, stable industry, apply today.
Responsibilities
- Prepare and review complex federal, state, and local individual and corporate income tax returns.
- Conduct in-depth tax research to ensure compliance with changing regulations and tax laws.
- Assist clients with tax planning strategies to optimize their financial positions and minimize liabilities.
- Communicate effectively with clients regarding tax inquiries, account status, and year-end deliverables.
- Collaborate with the audit and assurance teams during peak tax seasons.
- Maintain accurate and up-to-date client records and tax files.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Taxation (Master’s degree preferred).
- Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is highly desirable.
- Minimum of 2-5 years of experience in tax preparation or public accounting.
- Strong working knowledge of US GAAP and tax code regulations.
- Proficiency in accounting software (e.g., QuickBooks, Xero) and tax preparation software (e.g., ProSystem fx, Lacerte).
- Excellent analytical skills with a high level of attention to detail.