Job Description
Are you a detail-oriented professional ready to elevate your career?
Apex Tax Solutions is seeking a highly motivated Tax Associate to join our dynamic team in Stockton, CA.
We are offering a Generous Sign-On Bonus to qualified candidates as we expand our premier accounting department. In this role, you will be at the forefront of financial accuracy, helping clients navigate complex tax landscapes while ensuring full compliance with federal and state regulations.
At Apex Tax Solutions, we value growth, integrity, and excellence. We provide a collaborative environment where your contributions directly impact our clients' success. If you have a passion for numbers and a drive to succeed, we want to meet you.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns with precision and accuracy.
- Conduct thorough research on tax laws and regulations to ensure optimal filing strategies for clients.
- Communicate effectively with clients to gather necessary financial documentation and explain complex tax concepts.
- Assist in the preparation of financial statements, reconciliation of accounts, and monthly/quarterly reporting.
- Maintain strict adherence to filing deadlines and internal quality control standards.
- Collaborate with senior management to develop process improvements and client service strategies.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field (CPA or EA certification is a major plus).
- 1-3 years of progressive experience in tax preparation or public accounting.
- Proficiency in tax preparation software (e.g., Drake, ProSystem fx, UltraTax) and accounting software (e.g., QuickBooks, Xero).
- Strong working knowledge of Microsoft Office Suite, particularly Excel.
- Excellent analytical skills, attention to detail, and problem-solving abilities.
- Valid driver’s license and willingness to travel to client meetings as needed.