Job Description
Join our dynamic tax team at Phoenix Financial Partners and launch your career in one of America's fastest-growing financial hubs. We're seeking a detail-oriented Tax Associate to deliver exceptional client services while enjoying the flexibility of remote work. You'll collaborate with industry experts on complex tax strategies, compliance initiatives, and financial planning projects. Our hybrid model combines in-office collaboration with Phoenix's vibrant business scene and the autonomy of remote work. Enjoy competitive benefits, professional development stipends, and a culture that values innovation and work-life balance.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and compliance reviews to ensure adherence to IRS regulations
- Analyze financial data to identify optimization opportunities for tax liabilities
- Collaborate with audit teams to resolve tax discrepancies and ensure accuracy
- Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient return processing
- Communicate complex tax concepts clearly to clients through virtual and in-person meetings
- Stay current on tax legislation changes and implement new compliance protocols
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with individual and corporate returns
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication skills
- Ability to work independently in remote environment while collaborating virtually
- Active CPA license or progress toward certification required
- Experience with multi-state tax filings a plus