Job Description
Are you looking for a challenging and rewarding career in the finance sector? Apex Financial Partners is seeking a highly motivated Tax Associate to join our dynamic team in Raleigh, NC. We specialize in providing comprehensive tax solutions to a diverse clientele, ranging from small businesses to high-net-worth individuals. If you have a keen eye for detail and a passion for numbers, we want to hear from you.
As a Tax Associate, you will play a crucial role in ensuring our clients remain compliant with tax laws while optimizing their financial positions. We offer a collaborative work environment, continuous professional development, and a competitive benefits package.
Why Join Us?
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Flexible work hours and a hybrid work model.
- Professional certification support (CPA/EA).
Responsibilities
- Prepare and review federal, state, and local income tax returns for individuals, partnerships, and corporations.
- Conduct tax research to ensure compliance with the latest tax codes and regulations.
- Communicate effectively with clients to explain complex tax matters and provide strategic advice.
- Assist in the preparation of financial statements and tax projections.
- Maintain accurate and up-to-date client records in our tax software.
- Collaborate with senior staff on complex audit support and tax planning strategies.
- Stay current on industry trends and regulatory changes.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 2+ years of experience in tax preparation or public accounting preferred.
- Certified Public Accountant (CPA) or Enrolled Agent (EA) certification is a plus but not required.
- Strong knowledge of tax software (e.g., Drake, UltraTax, Lacerte) and Microsoft Office Suite.
- Excellent analytical and problem-solving skills.
- Strong verbal and written communication abilities.
- Ability to manage multiple deadlines in a fast-paced environment.