Job Description
Launch your finance career with our comprehensive paid training program for Tax Associates! At Apex Financial Services, we're committed to developing top-tier tax professionals through hands-on mentorship and structured learning. Join our dynamic team in Stockton, CA, where you'll gain expertise in individual and corporate tax preparation while contributing to meaningful client solutions. This entry-level role includes paid training, competitive benefits, and clear growth pathways to senior positions.
Responsibilities
- Prepare and file individual, partnership, and corporate tax returns
- Conduct tax research and ensure compliance with federal/state regulations
- Assist clients with tax planning strategies and documentation
- Utilize tax software (e.g., ProSeries, Lacerte) for efficient processing
- Collaborate with senior tax professionals on complex cases
- Maintain accurate client records and documentation
- Participate in ongoing professional development training
Qualifications
- Associate's degree in Accounting, Finance, or related field
- Basic knowledge of tax principles and regulations
- Strong attention to detail and analytical skills
- Proficiency in Microsoft Office Suite
- Ability to work in a fast-paced, team-oriented environment
- Excellent communication and client service skills
- Willingness to pursue CPA certification (company-supported)
- Valid California driver's license (for client meetings)