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Finance 🏢 Full Time ⭐️ Verified

Tax Associate (Sign-on Bonus) - Plano, TX

Apex Tax & Advisory Group
Plano
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
26 Juli 2026
Deadline
26 Jul 2027

Job Description

Join our award-winning tax team in Plano, TX and accelerate your career with a $5,000 sign-on bonus for qualified candidates! As a Tax Associate, you'll provide comprehensive tax solutions to high-net-worth individuals and corporate clients in a collaborative, growth-oriented environment. Our firm combines cutting-edge technology with personalized service to deliver exceptional results. We offer competitive benefits, flexible work arrangements, and clear advancement pathways for top performers.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individual and corporate clients
  • Conduct tax research and compliance analysis using authoritative resources
  • Develop tax planning strategies to optimize client financial outcomes
  • Collaborate with senior advisors on complex tax engagements
  • Utilize tax software (ProSystem fx, Lacerte) for accurate document processing
  • Maintain client relationships through proactive communication and advisory support
  • Stay current on tax law changes and regulatory updates

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • 1-3 years of tax preparation experience (public or corporate)
  • CPA license or actively pursuing CPA designation
  • Proficiency in tax software and Microsoft Office Suite
  • Strong analytical skills with attention to detail
  • Excellent written and verbal communication abilities
  • Ability to manage multiple deadlines in a fast-paced environment
  • Texas residency or willingness to relocate to Plano area

Required Skills

Tax Preparation CPA Tax Compliance IRS Tax Law Financial Analysis Software Proficiency Client Advisory

Ready to Take This Challenge?

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