Job Description
Apex Financial Solutions is seeking a highly skilled and detail-oriented Senior Tax Accountant to join our dynamic team in the heart of New York City. As a leading financial advisory firm, we pride ourselves on delivering exceptional service to our diverse clientele. In this pivotal role, you will take ownership of complex tax planning and compliance strategies, ensuring our clients maximize their returns while adhering to the ever-evolving tax landscape.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Flexible working arrangements and professional development opportunities.
- Collaborative and inclusive corporate culture.
We are looking for a proactive professional who is passionate about numbers and client relations.
Responsibilities
- Prepare and Review Tax Returns: Spearhead the preparation and review of federal, state, and local tax returns for individuals and corporations, ensuring 100% accuracy.
- Tax Planning & Strategy: Develop tax planning strategies to minimize tax liabilities and optimize financial outcomes for clients.
- Client Consultation: Serve as the primary point of contact for clients regarding tax inquiries, providing clear and concise explanations of complex tax issues.
- Compliance Management: Stay abreast of changing tax laws and regulations, ensuring all filings are compliant with current legislation.
- Software Proficiency: Utilize advanced tax software (e.g., ProSystem fx, Drake, or Lacerte) to manage large volumes of data efficiently.
- Team Leadership: Mentor junior staff members and assist in training them on tax compliance procedures and software usage.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree (MBA/MST) is a plus.
- Certification: Must hold a valid CPA license or be a Certified Enrolled Agent (EA).
- Experience: Minimum of 5-7 years of progressive experience in public accounting or corporate tax departments.
- Technical Skills: Proficiency in Microsoft Excel (VLOOKUP, Pivot Tables) and tax preparation software.
- Communication: Excellent verbal and written communication skills with the ability to explain technical concepts to non-financial stakeholders.
- Attention to Detail: Exceptional ability to spot errors and ensure high-quality deliverables.