Job Description
Join our dynamic finance team as a Tax Associate in Toledo, OH! We're offering a competitive sign-on bonus for qualified candidates ready to accelerate their career in tax services. At Apex Tax Solutions, we provide comprehensive tax preparation, compliance, and advisory services to individuals and businesses across Ohio. This role is perfect for detail-oriented professionals passionate about tax law and client advocacy.
We offer:
- Sign-on bonus of $5,000 for eligible candidates
- Comprehensive benefits package (health, dental, vision)
- 401(k) with company match
- Professional development opportunities
- Collaborative work environment
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct tax research and ensure compliance with current tax regulations
- Perform tax planning strategies to minimize client liabilities
- Review financial documents to identify deductions and credits
- Communicate complex tax concepts clearly to clients
- Collaborate with senior tax professionals on complex cases
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (CPA candidates preferred)
- Strong knowledge of IRS regulations and Ohio tax codes
- Proficiency in tax preparation software and MS Office Suite
- Excellent analytical and problem-solving abilities
- Exceptional attention to detail and accuracy
- Valid CPA license or actively pursuing certification