Job Description
Join our award-winning tax team at Apex Tax Solutions, where precision meets innovation! We're seeking a meticulous Tax Associate to deliver exceptional client services in our Santa Ana headquarters. As a key member of our growing practice, you'll navigate complex tax landscapes while supporting diverse portfolios from individuals to Fortune 500 clients. Enjoy competitive compensation, comprehensive benefits, and a culture that champions professional development.
Responsibilities
- Prepare and file federal, state, and local tax returns for corporate and individual clients
- Conduct tax research and ensure compliance with current IRS regulations and tax codes
- Analyze financial statements to identify tax-saving opportunities and optimization strategies
- Collaborate with audit teams to resolve discrepancies and support tax-related inquiries
- Maintain detailed client documentation and electronic filing systems
- Provide proactive tax planning advice to high-net-worth clients
- Stay updated on tax law changes through continuous professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/Master's preferred)
- 3+ years of tax preparation experience in public accounting or corporate tax
- Proficiency in tax software (ProSystem fx, Lacerte, or CCH Axcess)
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication skills
- Active CPA license or enrolled agent certification
- Experience handling multi-state tax filings and international tax matters
- Ability to manage multiple deadlines in a fast-paced environment