Job Description
Are you looking for a challenging and rewarding role in the finance sector? Apex Tax Solutions is currently seeking a detail-oriented Tax Associate to join our growing team in Oakland, CA. We pride ourselves on delivering exceptional tax services to our clients and offer a supportive environment for professional growth.
As a Tax Associate, you will play a crucial role in ensuring compliance and optimizing tax strategies for our diverse client base. If you have a strong background in accounting and a passion for numbers, we want to hear from you.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and corporations.
- Conduct thorough tax research to support client decisions and ensure compliance with changing regulations.
- Communicate effectively with clients to explain complex tax concepts and answer inquiries.
- Assist in tax planning and forecasting to help clients minimize liability.
- Maintain accurate and organized records of all tax filings and documentation.
- Collaborate with the senior tax team to develop and implement efficient workflow processes.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- CPA or Enrolled Agent (EA) certification is a significant plus.
- 1-3 years of experience in tax preparation or public accounting.
- Proficiency in tax software (e.g., ProSeries, Drake, Lacerte) and Microsoft Excel.
- Strong analytical skills with a keen eye for detail.
- Excellent verbal and written communication skills.