Job Description
Are you a detail-oriented professional looking for an Immediate Hire opportunity? Apex Tax Advisory is currently seeking a talented Tax Associate to join our dynamic team in the heart of Irvine, CA. We pride ourselves on delivering exceptional financial services and are looking for an individual who is passionate about tax compliance and client relations.
In this role, you will be responsible for managing the end-to-end tax preparation process, ensuring 100% compliance with federal and state regulations, and providing strategic tax planning advice to our growing portfolio of clients.
What We Offer:
- Competitive compensation package ($65k - $90k).
- Comprehensive health, dental, and vision insurance.
- Professional development and mentorship opportunities.
- Modern, collaborative work environment in Irvine.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns for accuracy and compliance.
- Conduct research on complex tax regulations and interpret new tax laws to benefit clients.
- Communicate effectively with clients to gather necessary documentation and explain tax findings.
- Assist in the preparation of financial statements and tax projections.
- Utilize tax preparation software (e.g., Drake, Lacerte, UltraTax) efficiently.
- Collaborate with senior management on high-value client accounts.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field (CPA or EA designation preferred).
- 1-3 years of hands-on experience in tax preparation or public accounting.
- Strong proficiency in Microsoft Excel and accounting software.
- Excellent analytical skills with a keen eye for detail.
- Ability to work in a fast-paced environment and meet tight deadlines.
- Valid driver's license and willingness to travel to client sites (optional).