Job Description
Join our elite tax team in Philadelphia and accelerate your career with a competitive sign-on bonus! At Apex Financial Group, we're seeking a detail-oriented Tax Associate to support high-net-worth individuals and corporate clients. Enjoy a collaborative environment, comprehensive benefits, and dedicated mentorship from industry experts. This is your chance to build expertise in complex tax strategies while making a tangible impact on client success. Apply today to claim your sign-on bonus!
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and develop strategic tax planning solutions
- Collaborate with audit and consulting teams on multi-faceted engagements
- Manage client relationships and ensure compliance with tax regulations
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing
- Mentor junior staff and stay updated on tax law changes
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- 1-3 years of tax preparation experience (public or corporate)
- CPA or CPA candidacy preferred
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving skills
- Excellent communication and client management abilities
- Ability to work independently and in a team environment