Job Description
Are you a detail-oriented professional looking to advance your career in finance? Apex Financial Solutions is currently seeking a Tax Associate to join our dynamic team in St. Petersburg, FL. We are a premier firm dedicated to providing exceptional tax services to a diverse client base, and we are looking for someone who is passionate about numbers and client relationships.
As a Tax Associate, you will be responsible for the preparation and filing of various tax returns, conducting tax research, and assisting with tax planning strategies. If you are ready to work in a collaborative environment that values professional growth and integrity, we want to hear from you.
Our Commitment to You
We offer a comprehensive benefits package designed to support your work-life balance and career development.
Responsibilities
- Return Preparation: Prepare and file federal, state, and local income tax returns for individuals and business entities with a high degree of accuracy.
- Tax Research: Conduct in-depth research on tax laws and regulations to ensure full compliance and identify potential tax savings opportunities.
- Client Support: Serve as the primary point of contact for clients, answering questions regarding tax filings and providing clear explanations of complex tax matters.
- Documentation: Review client documents and financial statements to ensure all necessary information is complete and organized.
- Team Collaboration: Assist senior staff during tax audits and inquiries, ensuring all requirements are met efficiently.
- Compliance: Stay updated on changes in tax legislation and apply them to client scenarios appropriately.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or a related field is required; Master’s degree or CPA/EA certification is preferred.
- Experience: 1-3 years of experience in tax preparation or public accounting is highly desirable.
- Technical Skills: Proficiency in tax preparation software (e.g., ProSeries, Lacerte, Drake) and Microsoft Office Suite.
- Analytical Skills: Strong analytical thinking with a meticulous attention to detail and accuracy.
- Communication: Excellent verbal and written communication skills, with the ability to interact effectively with clients and colleagues.
- Work Ethic: Ability to work independently and manage multiple deadlines in a fast-paced environment.