Job Description
Are you a detail-oriented professional looking for an urgent opportunity in the finance sector? Apex Tax Partners is currently seeking a highly motivated Tax Associate to join our dynamic team in Fort Wayne, Indiana. We pride ourselves on delivering exceptional financial services to our clients, and we need your expertise to help us continue that tradition of excellence.
As a Tax Associate, you will play a pivotal role in ensuring our clients remain compliant with ever-changing tax laws while optimizing their financial health. We offer a collaborative work environment, competitive compensation, and a clear path for career advancement. If you are ready to make an impact and grow your career in tax accounting, we want to hear from you.
Responsibilities
- Prepare and file individual and corporate federal and state tax returns accurately and on time.
- Conduct thorough research on complex tax issues and provide accurate recommendations to clients.
- Review financial statements and client data to ensure accuracy before filing.
- Communicate effectively with clients regarding tax updates, changes, and upcoming deadlines.
- Assist with tax planning strategies to minimize liability and maximize deductions.
- Maintain organized records and manage the tax calendar to meet critical filing deadlines.
- Collaborate with senior accountants to ensure high-quality deliverables.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 1-3 years of experience in tax preparation or public accounting is preferred.
- Certification as a CPA or EA is highly preferred but not mandatory for entry-level talent.
- Strong working knowledge of tax software (e.g., Drake, Lacerte, ProSeries) and Microsoft Excel.
- Excellent analytical and problem-solving skills with a keen eye for detail.
- Ability to work independently and manage multiple client portfolios simultaneously.
- Strong verbal and written communication skills.