Job Description
About Apex Tax Solutions
We are a premier firm dedicated to delivering exceptional financial clarity and strategic tax planning. We believe in fostering a culture of integrity, continuous learning, and professional excellence. As we expand our footprint, we are seeking a Senior Tax Associate to lead our compliance initiatives and drive client success through meticulous analysis and forward-thinking strategies.
The Role
In this pivotal position, you will be responsible for overseeing complex tax returns, mentoring junior staff, and ensuring 100% compliance with evolving regulatory standards. If you thrive in a fast-paced environment and are passionate about helping businesses and individuals optimize their financial positions, we want to meet you.
Responsibilities
- Complex Return Preparation: Oversee and prepare corporate and high-net-worth individual federal and state tax returns, ensuring accuracy and efficiency.
- Strategic Tax Planning: Conduct in-depth tax research to identify opportunities for tax savings and compliance optimization for clients.
- Team Leadership: Mentor junior associates and tax preparers, conducting performance reviews and providing technical guidance on complex tax issues.
- Client Communication: Serve as the primary point of contact for high-profile clients, presenting findings and strategic recommendations in a clear, professional manner.
- Regulatory Compliance: Stay abreast of the latest tax laws and regulatory changes to ensure all filings adhere to current standards.
- Financial Analysis: Review financial statements and supporting documentation to ensure data integrity before filing.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or related field; Master’s degree (MSA/MST) preferred.
- Certifications: CPA (Certified Public Accountant) or EA (Enrolled Agent) certification is required.
- Experience: Minimum of 5 years of progressive experience in public accounting or corporate tax departments.
- Technical Skills: Advanced proficiency in Microsoft Excel (VLOOKUP, Pivot Tables) and tax preparation software (e.g., ProSystem fx Tax, UltraTax, Drake).
- Communication: Exceptional verbal and written communication skills with the ability to translate complex tax concepts for diverse clients.
- Work Ethic: Proven ability to manage multiple high-priority deadlines without compromising quality.