Job description
Job Description
Apex Advisors was founded in 2001 and specializes in federal and state tax credits and incentives. As an industry leader, we serve a national client base in a wide range of industries, including software development, biotechnology, advanced manufacturing, architecture & engineering, and many more.
We are currently looking for a Tax Associate. The primary role of this position is to manage, input, evaluate, and process the client information necessary to calculate various tax credits. This job offers the opportunity to learn about and interact with a diverse client base, developing experience with a wide variety of company structures, industries, and accounting systems as well as a unique skillset within the field of finance and accounting.
The selected candidate will work closely with a small project team under a Manager, working on select projects from start to finish while maintaining client relationships and delivering exceptional work. We strongly encourage the rapid development and advancement of qualified employees, offering opportunities for promotion to management in as little as five years.
Due to the nature of the work, this job will require overtime and occasional weekend hours during the tax season.
We provide sponsorship of employment visa (H1B) and green card application.
To learn about Apex and our work, please visit www.apexadvisorsus.com
Job Type: Full-time
Pay: $50,000 to $65,000 per year
Responsibilities
Manage and organize incoming client information including tax returns, wage and hour data, and invoices
Prepare Excel spreadsheets and models to process and interpret client data and quantify potential benefits
Effectively coordinate with other team members
Generate professional internal and client-facing communications
Qualifications
Four-year college degree required. Accounting, Finance, Business, Economics, or related degrees are strongly preferred.
Proficiency in the use of Microsoft Office Suite, specifically Microsoft Excel & Word. Advanced skills in Excel preferred
Excellent verbal and written communication skills
Ability to interact effectively with people at all organizational levels of the firm and client organizations
Ability to work independently and within a team environment with a focus on customer service
Superior organizational and project management skills and the ability to multi-task in a fast-paced, deadline-driven environment
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- Paid time off
Schedule:
- 8 hour shift
- Day shift
- Evening shift
- Monday to Friday
- Night shift
- Overtime
- Weekend availability
- Year round work
Work Location: In person
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