Job Description
Are you a detail-oriented professional ready to make an impact in the tax industry?
Apex Financial Partners is seeking a talented Tax Associate to join our growing team in Madison, WI. This is a direct hire opportunity offering a competitive salary, comprehensive benefits, and a collaborative work environment. If you are passionate about helping clients navigate the complexities of tax law and financial planning, we want to hear from you.
As a Tax Associate, you will play a crucial role in preparing tax returns, conducting tax research, and providing strategic advice to our diverse client base. We pride ourselves on our culture of integrity, innovation, and continuous growth.
Why Join Us?
- Competitive salary and performance bonuses.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Flexible PTO and professional development opportunities.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns for accuracy and compliance.
- Conduct tax research and analysis to ensure clients maximize deductions while minimizing liability.
- Communicate effectively with clients to gather necessary financial documentation and explain complex tax concepts.
- Assist in the planning and structuring of tax strategies for business and individual clients.
- Stay current on federal, state, and local tax laws and regulations.
- Maintain strict confidentiality and adhere to firm policies regarding data security.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field required.
- CPA certification (or actively pursuing) is highly preferred.
- 2+ years of experience in public accounting or tax preparation.
- Strong proficiency in Microsoft Excel and tax preparation software (e.g., Drake, Lacerte, ProSeries).
- Excellent analytical and problem-solving skills with high attention to detail.
- Strong verbal and written communication abilities.