Job Description
Join Our Dynamic Finance Team
Are you a detail-oriented professional seeking to elevate your career in tax and accounting? Apex Financial Solutions is currently hiring a Tax Associate to join our premier team in Anaheim, CA. We pride ourselves on delivering exceptional financial services and fostering a culture of growth and innovation.
In this role, you will play a critical part in ensuring our clients' financial health through accurate tax preparation and strategic compliance planning. We offer a competitive salary, comprehensive benefits, and a collaborative environment where your contributions matter.
Why Join Us?
- Competitive Compensation: Salary range of $65,000 - $90,000 depending on experience.
- Comprehensive Benefits: Health, dental, vision, and 401(k) matching.
- Career Growth: Clear pathways for professional development and certification support (CPA).
- Modern Work Environment: State-of-the-art office facilities in the heart of Anaheim.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and small businesses with accuracy and efficiency.
- Conduct thorough research on complex tax issues, regulations, and codes to provide accurate recommendations to clients.
- Ensure strict compliance with all applicable tax laws and internal control procedures.
- Communicate effectively with clients to explain tax updates, gather necessary documentation, and resolve inquiries.
- Assist in the preparation of financial statements, including balance sheets and income statements, as required.
- Utilize tax preparation software (e.g., Lacerte, ProSeries) to manage client data and streamline workflows.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree preferred).
- 1-3 years of experience in tax preparation, accounting, or auditing.
- CPA certification or active pursuit thereof is highly desirable.
- Proficient in Microsoft Office Suite, with advanced skills in Excel.
- Strong analytical skills with a keen attention to detail and accuracy.
- Excellent written and verbal communication skills for client interaction.