Job Description
Are you ready to elevate your tax career in the heart of Silicon Valley?
Apex Tax Partners is currently seeking a driven Tax Associate to join our dynamic team in San Jose, CA. We are proud to offer a $5,000 Sign-On Bonus for top-tier talent looking to make an impact. Our firm specializes in providing comprehensive tax planning and compliance services to a diverse portfolio of clients, ranging from startups to established corporations.
As a Tax Associate, you will work closely with senior managers to ensure accurate, timely, and efficient tax filings while developing your expertise in complex tax regulations.
Why Join Apex Tax?
- Competitive salary package with a $5,000 Sign-On Bonus.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Professional development and CPA/EA study support.
- Flexible work environment with hybrid options.
Responsibilities
- Prepare and review federal, state, and local individual and business tax returns with a high degree of accuracy.
- Conduct thorough tax research to ensure compliance with evolving tax laws and regulations.
- Assist in the preparation of financial statements and related footnotes for audit purposes.
- Communicate complex tax concepts effectively to clients and stakeholders via phone and email.
- Support the tax department during year-end close processes and quarterly estimated tax filings.
- Utilize tax preparation software (e.g., ProSeries, Drake, Lacerte) to manage filing workflows.
- Perform general bookkeeping duties and bank reconciliations as needed.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Taxation is required.
- Minimum of 2 years of professional experience in tax preparation and compliance.
- CPA, EA, or MST certification is strongly preferred but not required for entry-level associates.
- Strong working knowledge of U.S. Federal and State tax codes.
- Proficiency in Microsoft Office Suite, specifically Excel.
- Detail-oriented with the ability to manage multiple deadlines during peak tax seasons.
- Excellent problem-solving skills and a client-focused mindset.