Job Description
We are currently seeking a highly motivated Tax Associate to join our dynamic finance team in Saint Paul, Minnesota. At Apex Tax Partners, we pride ourselves on delivering exceptional financial services to our diverse client base. If you are looking for a challenging role where you can utilize your analytical skills and contribute to meaningful financial outcomes, this is the opportunity for you.
Why Join Us?
• Competitive salary and comprehensive benefits package.
• Opportunities for professional development and CPA exam support.
• Collaborative and inclusive work environment in the heart of downtown Saint Paul.
Responsibilities
- Prepare and review individual, corporate, partnership, and fiduciary tax returns (Forms 1040, 1120, 1065, 1120S) in compliance with federal and state regulations.
- Conduct thorough tax research to ensure accurate application of tax laws and identify opportunities for tax planning and savings.
- Communicate effectively with clients to gather necessary financial documentation and explain complex tax concepts in a clear, professional manner.
- Utilize industry-standard tax preparation software (e.g., ProSeries, Drake, or Lacerte) to process returns efficiently and accurately.
- Assist in the audit process by providing documentation, answering inquiries from tax authorities, and resolving discrepancies.
- Collaborate with the senior tax team to develop strategies for client growth and compliance.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field (required).
- Strong working knowledge of U.S. federal and state tax codes.
- Proficiency with Microsoft Office Suite and experience with tax preparation software is preferred.
- Excellent analytical skills with a keen attention to detail and accuracy.
- Strong interpersonal and communication skills for client-facing interactions.
- Must be eligible for enrollment in the CPA exam (preferred but not mandatory).