Job Description
Launch your finance career with Apex Financial Group! We're seeking motivated Tax Associates with no prior experience to join our dynamic New York team. As a trusted leader in tax advisory, we provide comprehensive training programs and mentorship to develop future industry professionals. Enjoy a collaborative environment where your analytical skills and attention to detail will thrive while serving diverse clients from startups to Fortune 500 companies. Our commitment to professional growth includes CPA exam support and accelerated career advancement tracks.
Responsibilities
- Prepare individual and corporate tax returns under senior supervision
- Assist with tax research and documentation for compliance requirements
- Support audit engagements by gathering financial data and schedules
- Utilize tax software (ProSystem, Lacerte, or UltraTax) for data entry and calculations
- Communicate with clients to gather necessary documentation and address inquiries
- Maintain organized digital and physical client tax records
- Participate in cross-departmental projects for tax planning initiatives
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (recent graduates welcome)
- Basic knowledge of tax principles and regulations (training provided)
- Proficient in Microsoft Office Suite (Excel essential)
- Strong attention to detail and numerical accuracy
- Excellent written and verbal communication skills
- Ability to learn technical software quickly
- Professional demeanor with commitment to confidentiality
- Authorization to work in the United States