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Finance 🏢 Full Time ⭐️ Verified

Tax Associate - Immediate Hire

Apex Financial Partners
Charlotte
Estimated Salary
USD 60.000 – USD 80.000
New
Live Update
26 September 2026
Deadline
26 Sep 2027

Job Description

Join our dynamic finance team in Charlotte's thriving business district as an immediate hire Tax Associate. We're seeking a detail-oriented professional to manage client tax portfolios and drive financial excellence. Enjoy competitive compensation, comprehensive benefits, and rapid career growth in one of America's fastest-growing finance hubs.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individual and corporate clients
  • Conduct tax research and provide strategic compliance guidance
  • Develop tax planning strategies to optimize client outcomes
  • Manage audit responses and resolve tax discrepancies
  • Maintain accurate client records and documentation
  • Collaborate with senior advisors on complex tax matters
  • Utilize tax software (ProSystem, CCH, Lacerte) for efficient processing

Qualifications

  • Bachelor's degree in Accounting/Finance with 2+ years tax experience
  • CPA or Enrolled Agent certification preferred
  • Proficiency in tax preparation software and Microsoft Office
  • Strong analytical skills with attention to detail
  • Excellent communication and client management abilities
  • Ability to manage multiple deadlines in fast-paced environment
  • Knowledge of IRS regulations and state tax codes
  • Proven problem-solving and critical thinking skills

Required Skills

Tax Preparation CPA Financial Compliance IRS Regulations Tax Planning Audit Support CCH Software Client Advisory

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