Job Description
Are you ready to take your career to the next level?
Apex Tax Solutions is currently seeking a highly motivated Tax Associate to join our growing team in Riverside, CA. We are a premier firm dedicated to providing exceptional tax services to our diverse client base.
As a Tax Associate, you will play a pivotal role in ensuring our clients' financial compliance while fostering long-term relationships. We pride ourselves on a culture of excellence, integrity, and continuous professional growth.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Opportunities for professional development and CPA/EA exam support.
- A collaborative and inclusive work environment.
Apply today and start your journey with Apex Tax Solutions!
Responsibilities
- Prepare and Review Returns: Accurately prepare and review federal, state, and local income tax returns for individuals and small to medium-sized businesses.
- Client Communication: Interact directly with clients to gather necessary documentation and explain complex tax concepts in clear, understandable terms.
- Compliance & Research: Stay updated on changing tax laws and regulations, conducting research to ensure full compliance for all client scenarios.
- Financial Analysis: Assist in the preparation of financial statements and provide basic tax planning recommendations to clients.
- File Management: Organize and maintain client files in both physical and digital formats to ensure efficient workflow.
- Team Collaboration: Support senior team members with special projects and month-end/year-end closing procedures.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or a related field.
- Certification: Currently pursuing CPA or EA certification is a plus; prior experience in public accounting is highly preferred.
- Technical Skills: Proficiency with tax preparation software (e.g., Drake, Lacerte, ProSystem fx) and Microsoft Office Suite (Excel, Word).
- Analytical Skills: Strong attention to detail and the ability to analyze complex financial data.
- Communication: Excellent verbal and written communication skills with a professional demeanor.
- Experience: 1-3 years of experience in tax preparation or accounting is required.