Apex seeks a Tax Supervisor with 5+ years of business, pass-through and personal tax preparation and technical review experience. Candidate should be technology proficient and present strong written and verbal communication skills. Candidate will perform the duties needed to ensure compliance with federal and state income tax requirements for the clients of our public accounting firm. We serve closely held businesses and business owners, as well as high net worth individuals, tax exempt organizations and others, including all types of entity tax forms (Forms 1065, 1120S, 1120, 990, 1040 and 1041).
At Apex, you'll get a unique chance to use your strategic skills and take advantage of the rapid career growth that is not offered at other firms. We provide an opportunity to work with small to mid-sized companies who trust, appreciate, implement, and enjoy the benefits of our guidance. This full-time role at a dynamic accounting firm allows you to accelerate your career and make a difference.
Be part of a winning team –ours and our clients.
Reports to Senior Manager of Tax Services
Expected Hours:
January 1 through April 15: 55 hours per week
April 16 through December 31: 40 hours per week
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Proficient in preparation of complex pass-through entity and individual tax returns
- Possesses strong tax research skills and ability to provide value-added solutions to complex client tax issues
- Review tax returns and tax projections completed by staff and provide feedback when necessary
- Strong tax accounting skills including calculation of required tax distributions to owners and Book vs Tax differences
- Ability to draft clear and concise tax memorandums for client tax-related technical matters
- Ability to understand the tax implications of buy side and sell side mergers & acquisitions
- Maintain fixed asset database and record associated asset addition, disposal, and depreciation journal entries
- Ability to understand the fundamentals of muti-state tax filings (SALT)
- Ability to understand the tax implications of buy side and sell side mergers & acquisitions
- Maintain excellent client relationships and customer service
- Prepare tax projections for clients and take part in client meetings to present findings to them verbally and also in written form
- Take the initiative when undertaking special projects to ensure they are completed accurately and on a timely basis
- Client-centric and entrepreneurial mindset
- Solid analytical and critical thinking skills with ability to make decisions
- Mentor and support the development of junior members of the team.
- Work independently and collaboratively and manage time effectively to meet changing deadlines and priorities.
- Proactively approach work and demonstrate initiative, flexibility, adaptability, efficiency, accuracy, and thoroughness
- Interact and communicate at all levels both within and outside the organization.
- Participation in the firm's strategic initiatives
Education, Experience, Qualifications, And Skills
- Bachelor’s degree in Accounting, Finance or Business Administration preferred.
- CPA preferred with current license in Illinois and/or Arizona
- 5+ years of experience in preparing corporate and personal tax returns ((Public Accounting Experience is a plus but not required)
- Excellent analytical, technical skills
- A keen eye for detail and aberrations
- An analytical mind and good data extraction and report writing skills.
- Team player and good work ethic
- High level of reliability, integrity, and confidentiality
- Knowledge of accounting systems such as QuickBooks and Sage helpful, but not required
- Knowledge of AZ Transaction Privilege Tax
- Microsoft Office Skills: Minimum skillset: Advanced user and able to successfully perform v-lookups and utilize pivot tables
- Must have excellent verbal and written communication skills
- Accept ownership of all areas of responsibility
- Ability to meet assigned deadlines by prioritizing and performing multiple tasks simultaneously
- Great multi-tasker with the ability to solve problems and work with multiple clients
APEX BENEFITS:
- Dynamic, Team Based Work Environment
- Work as a client advisor to help our clients grow
- Flexible work arrangements
- 8.5 paid holidays
- Firm always closed week between Christmas and New Years
- Health, Dental and Vision Insurance Coverage
- Life, Long-Term and Short-Term Disability Insurance
- 40 hours of Continuing Professional Education provided annually
- ICPAS, ASCPA, & AICPA Dues Fully Reimbursed
- Employee Development/Mentoring Program (Apex Academy)
- Strong family-oriented culture, group social outings and community projects
- Revenue Sharing Bonus Program
- Strategic alliance with regional professional service firms giving us extra support to work on complex client projects
Apex CPA’s & Consultants, Inc. is proud to be an Equal Opportunity Employer (EOE). We are committed to fostering a diverse, inclusive, and equitable work environment where all employees, regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected characteristic, are treated with respect and dignity. We believe that embracing diversity and equal opportunity strengthens our team, drives innovation, and enhances the services we provide to our clients and customers.
By promoting a culture of diversity, equity, and inclusion, we strive to create a workplace where all employees can reach their full potential and contribute to the success of Apex CPA’s & Consultants, Inc.
Apex CPA’s & Consultants, Inc. is a forward-thinking accounting, tax and advisory firm located in St. Charles, IL with a second location in Phoenix, AZ whose mission is helping our clients achieve their life’s goals through the success of their business. We do this through our relentless commitment to finding the best solution to our clients’ needs. Our innovative culture and specialized technical experience make us a valuable ally to help the growth minded business owner. For more information on our firm and the services we provide please visit www.apexcpas.com.
Job Type: Full-time
Pay: $75,276.43 - $120,958.01 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Opportunities for advancement
- Paid time off
- Paid training
- Vision insurance
Experience level:
Schedule:
Ability to commute/relocate:
- Phoenix, AZ 85016: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Tax experience: 5 years (Preferred)
License/Certification:
Work Location: Hybrid remote in Phoenix, AZ 85016
