Job Description
Are you a detail-oriented finance professional ready to accelerate your career?
Apex Tax Advisory is seeking a Tax Associate to join our dynamic team in San Diego, CA. We offer a competitive salary, comprehensive benefits package, and a collaborative work environment focused on professional growth.
In this pivotal role, you will lead comprehensive tax planning and compliance for a diverse portfolio of clients, ensuring accuracy and strategic optimization.
Responsibilities
- Prepare and review individual (Form 1040) and corporate (Form 1120) federal and state tax returns with high accuracy.
- Conduct in-depth tax research and analysis to support complex client scenarios and ensure regulatory compliance.
- Communicate effectively with clients regarding tax planning strategies, tax notices, and audit preparations.
- Ensure strict adherence to IRS regulations and internal compliance standards throughout the fiscal year.
- Collaborate with senior management to streamline year-end close processes and financial reporting.
- Maintain up-to-date knowledge of changing tax laws and industry trends.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field required.
- Certified Public Accountant (CPA) or Enrolled Agent (EA) designation preferred.
- 1-3 years of progressive experience in public accounting or tax preparation.
- Proficiency in tax software (e.g., ProSeries, Drake, Lacerte) and advanced Excel skills.
- Strong analytical thinking with an exceptional eye for detail.
- Excellent verbal and written communication skills.