Job description
We are seeking a Tax Accountant who loves people as much as they love taxes. This firm is not just about pumping out returns. They're focused on relationship building with quality clients. Interested in a real career growth opportunity? Apply today!
Responsibilities/Duties:
Prepare and review federal and multi-state tax returns including 1040,1065, 1120, 1120S, and 990
Manage a high volume of returns with a strong commitment to accuracy and detail
Verify the accuracy and completeness of workpapers, documentation, and tax filings prior to submission
Develop and implement tax strategies to minimize tax liabilities while ensuring compliance with relevant laws and regulations
Analyze financial data to identify areas for improvement and cost-saving opportunities
Collaborate with tax, wealth management and operations teams to support seamless client service
Train and mentor junior staff on tax compliance and processes as needs arise
Ensure compliance with GAAP and other regulations
Engage in professional development regularly while staying abreast of industry trends and regulations
Maintain confidentiality and security of sensitive company and client information
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must possess excellent communication skills and exchange information with others accurately
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Exceptional organization in managing time with a strong attention to detail while having the ability to prioritize multiple projects simultaneously and meet strict deadlines
Required Skills, Education and Experience:
CPA or EA, preferred
Bachelor's degree in related field, preferred
Minimum of 3 years' tax experience, preferred
Experience with HNW clients, pass-through entities, S Corps and partnerships, required
Multi-state taxation, complex returns, preferred
Experience mentoring junior staff, preferred
Valid Driver's License, required
Proficient in MS Word, Outlook, Excel, Calendar, PowerPoint, required
Proficient in UltraTax, Onvio, QBO and QBD, preferred
Supervisory responsibilities: None
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Office environment
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be able to remain in a stationary position for long periods of time
Minimal lifting and carrying up to 25 pounds
Work Location: Phoenix, Arizona
Travel Required: Very minimal, local travel
Job Classification: Full-time, onsite, with hybrid opportunity in the future
We provide equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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