Job Description
Are you a driven tax professional seeking a high-impact role in a dynamic environment? Apex Tax Solutions is expanding our team in Scottsdale and is looking for a talented Tax Associate to join our elite finance department. We offer a competitive compensation package, comprehensive benefits, and a culture that prioritizes professional growth.
In this role, you will play a pivotal part in managing complex tax portfolios, ensuring compliance, and delivering strategic tax planning advice to high-net-worth clients.
Responsibilities
- Prepare and review federal, state, and local income tax returns for individuals and corporations.
- Conduct tax research and analysis to support complex tax planning strategies.
- Communicate effectively with clients regarding tax filings, regulations, and deadlines.
- Identify opportunities for tax savings and efficiency improvements within client portfolios.
- Mentor junior staff and contribute to the development of team procedures.
- Ensure strict adherence to IRS regulations and company compliance standards.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree preferred.
- Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is highly desirable.
- Minimum of 3-5 years of progressive experience in tax preparation and compliance.
- Proficiency in tax software such as ProSeries, Lacerte, or Drake is mandatory.
- Strong analytical skills with a keen eye for detail and accuracy.
- Excellent verbal and written communication skills.