Job Description
Join our award-winning tax team at Apex Financial Partners and launch your career immediately! We're seeking a detail-oriented Tax Associate to support high-net-worth individuals and Bay Area startups. Enjoy competitive benefits, hybrid work options, and mentorship from CPA experts. Perfect for recent graduates with 1-2 years of tax experience ready to accelerate their career.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Analyze financial statements to identify tax optimization opportunities
- Conduct tax research on complex issues using authoritative resources
- Manage client relationships and respond to IRS/state inquiries
- Collaborate with audit and advisory teams for integrated solutions
- Maintain compliance with evolving tax regulations and deadlines
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (public or private)
- CPA license or active pursuit preferred
- Proficiency in tax software (e.g., Lacerte, ProSystem)
- Strong analytical and problem-solving skills
- Excellent communication and client management abilities
- Ability to work independently in a fast-paced environment