Job Description
Are you a detail-oriented professional ready to advance your career in finance?
Apex Tax Solutions is seeking a highly motivated Tax Associate to join our dynamic team in Scottsdale, AZ. We pride ourselves on delivering exceptional tax services to a diverse clientele, and we are looking for someone who is passionate about numbers, compliance, and client relationships.
Our firm offers a remote-friendly work environment, allowing you to balance your professional life with your personal commitments while maintaining a high level of productivity and collaboration.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Flexible work hours and remote-friendly culture.
- Opportunities for professional growth and CPA/EA certification support.
- State-of-the-art technology and resources.
Key Responsibilities:
We are looking for a dedicated individual to handle a variety of tax-related tasks, including:
- Prepare and review individual, partnership, and corporate income tax returns in compliance with federal and state regulations.
- Conduct tax research to ensure accurate filing and identify optimization opportunities for clients.
- Communicate complex tax concepts clearly to clients via phone, email, and in-person meetings.
- Assist with tax planning strategies to help clients minimize liability and achieve financial goals.
- Manage client documentation, including W-2s, 1099s, and other financial statements.
- Collaborate with the senior tax team to ensure deadlines are met and quality standards are upheld.
- Stay updated on changing tax laws and regulatory changes affecting our industry.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field required.
- Current CPA (Certified Public Accountant) or EA (Enrolled Agent) certification preferred, or actively pursuing certification.
- 1-3 years of experience in tax preparation or public accounting.
- Strong working knowledge of tax software (e.g., Lacerte, ProSeries) and general accounting software (e.g., QuickBooks, Xero).
- Excellent analytical, problem-solving, and organizational skills.
- Detail-oriented with the ability to handle sensitive financial information with discretion.
- Proficiency in Microsoft Office Suite, specifically Excel.
Apply today to become a part of the Apex Tax Solutions family!
Responsibilities
- Prepare and review individual, partnership, and corporate income tax returns in compliance with federal and state regulations.
- Conduct tax research to ensure accurate filing and identify optimization opportunities for clients.
- Communicate complex tax concepts clearly to clients via phone, email, and in-person meetings.
- Assist with tax planning strategies to help clients minimize liability and achieve financial goals.
- Manage client documentation, including W-2s, 1099s, and other financial statements.
- Collaborate with the senior tax team to ensure deadlines are met and quality standards are upheld.
- Stay updated on changing tax laws and regulatory changes affecting our industry.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field required.
- Current CPA (Certified Public Accountant) or EA (Enrolled Agent) certification preferred, or actively pursuing certification.
- 1-3 years of experience in tax preparation or public accounting.
- Strong working knowledge of tax software (e.g., Lacerte, ProSeries) and general accounting software (e.g., QuickBooks, Xero).
- Excellent analytical, problem-solving, and organizational skills.
- Detail-oriented with the ability to handle sensitive financial information with discretion.
- Proficiency in Microsoft Office Suite, specifically Excel.