Job Description
Welcome to Apex Tax Solutions, a premier firm dedicated to delivering exceptional financial expertise to our diverse clientele. We are currently seeking a highly motivated and detail-oriented Tax Associate to join our dynamic team in San Jose, CA.
In this pivotal role, you will play a key part in ensuring our clients' tax compliance while identifying opportunities for tax efficiency and strategic growth. We pride ourselves on a culture of excellence, continuous learning, and a truly remote-friendly work environment that promotes work-life balance.
Why Join Us?
- Competitive compensation and comprehensive benefits package.
- Flexible hybrid work schedule with a focus on results.
- Access to cutting-edge tax software and professional development programs.
- A collaborative environment with industry-leading mentors.
If you are ready to elevate your career in the tax sector, we want to hear from you.
Responsibilities
- Prepare and review federal, state, and local income tax returns for individuals, corporations, and partnerships, ensuring 100% accuracy and compliance with current regulations.
- Conduct thorough research on complex tax laws and regulations to provide accurate guidance to clients and the tax department.
- Assist senior tax staff in the preparation of complex tax provision schedules and financial statement footnotes related to taxes.
- Manage client communications, including responding to inquiries, providing tax projections, and delivering timely filings.
- Collaborate with the finance and accounting teams to ensure seamless integration of tax data into broader financial reporting processes.
- Participate in year-end tax planning strategies and assist with the implementation of tax-saving measures for clients.
- Maintain and organize client tax files and documentation in accordance with firm policies and regulatory requirements.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Taxation required; Master’s degree (MAcc, MST) or CPA/EA certification is a strong plus.
- A minimum of 2-4 years of experience in corporate or individual tax preparation and compliance.
- Proficiency in major tax preparation software (e.g., ProSeries, Drake, Lacerte) and advanced Excel skills.
- Strong understanding of GAAP principles and tax code provisions.
- Excellent analytical skills with the ability to interpret complex financial data and regulations.
- Demonstrated ability to manage multiple deadlines in a fast-paced environment while maintaining high-quality work.
- Strong verbal and written communication skills with a client-service oriented mindset.