Job Description
Join our dynamic tax team at Apex Tax Solutions, where we transform complex financial challenges into strategic opportunities. As a premier advisory firm serving high-net-worth individuals and enterprises across North Carolina, we're seeking a meticulous Tax Associate to drive compliance excellence and client success. This role offers direct mentorship from CPA partners, exposure to cutting-edge tax technologies, and a pathway to specialization in areas like SALT or international tax.
We value proactive problem-solvers who thrive in collaborative environments. Our culture combines rigorous technical standards with continuous learning opportunities, ensuring you'll develop both professionally and personally while making tangible impacts on client outcomes.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and corporations
- Conduct tax research and planning strategies to optimize client outcomes
- Manage IRS correspondence and audit support documentation
- Collaborate with cross-functional teams on tax compliance projects
- Utilize ProSystem fx and Lacerte software for efficient processing
- Develop client relationships through proactive communication and advisory services
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/MST preferred)
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software (ProSystem fx, Lacerte, or CCH Axcess)
- Strong understanding of IRS regulations and state tax codes
- Exceptional analytical and problem-solving capabilities
- Excellent written/verbal communication and client management skills