Job Description
Are you a meticulous tax professional seeking a flexible work-life balance? Summit Financial Partners is currently seeking a dedicated Part-Time Tax Associate to join our dynamic team in Glendale, AZ.
We pride ourselves on delivering exceptional financial services to our community. In this role, you will play a crucial part in preparing tax returns, ensuring compliance, and providing top-tier client service. If you have a passion for numbers and a desire to work in a supportive environment, we want to hear from you.
Why Join Us?
Competitive hourly rate, professional development opportunities, and a collaborative team culture.
Responsibilities
- Prepare and file individual and business tax returns (Form 1040, 1120, etc.) with high accuracy and efficiency.
- Conduct thorough tax research and review client information for completeness and regulatory compliance.
- Communicate effectively with clients regarding tax inquiries, missing documentation, and refund status.
- Assist in the organization and maintenance of client tax files and records.
- Stay updated on current federal, state, and local tax laws and regulations.
- Collaborate with senior accountants to ensure high-quality deliverables and meet deadlines.
Qualifications
- Minimum of 2 years of experience in tax preparation (e.g., H&R Block, Liberty Tax, or CPA firm experience).
- Strong knowledge of tax codes, regulations, and filing requirements.
- Proficiency in tax preparation software (e.g., Lacerte, ProSeries, TurboTax) and Microsoft Office Suite.
- Excellent attention to detail and analytical problem-solving skills.
- Strong verbal and written communication abilities.
- Ability to work independently and meet tight deadlines, especially during peak tax season.