Job Description
Join our dynamic team at Apex Financial Partners as a Tax Associate, where your expertise will drive financial success for diverse clients across the Midwest. We embrace a remote-friendly culture while maintaining a collaborative Saint Paul hub, offering the flexibility to excel from anywhere in Minnesota. As a key member of our tax division, you'll engage in complex tax planning, compliance, and advisory services for individuals and corporations. Our commitment to professional growth includes continuous training and mentorship from industry leaders. If you're passionate about tax innovation and value work-life integration, this role is your gateway to excellence.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Analyze financial data to identify tax-saving opportunities and ensure compliance with IRS regulations
- Conduct tax research and provide strategic guidance on complex tax scenarios
- Collaborate with audit teams to reconcile tax provisions and financial statements
- Utilize tax software (e.g., ProSystem fx, UltraTax) for efficient processing and reporting
- Assist in tax audits and represent clients during IRS communications
- Stay updated on evolving tax legislation to advise clients on policy changes
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field (CPA/Master’s preferred)
- 2+ years of tax preparation experience in public accounting or corporate tax
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail in financial data interpretation
- Excellent written and verbal communication skills for client interactions
- Ability to manage multiple deadlines in a remote environment
- Proven problem-solving skills for complex tax scenarios
- Active CPA license or progress toward certification required