Job Description
Join our dynamic team at Scottsdale Financial Partners as a Remote Tax Associate and transform your career in finance! We're seeking a detail-oriented professional to deliver exceptional tax services while enjoying the flexibility of remote work. Based in Scottsdale, AZ, you'll collaborate with industry experts to help clients navigate complex tax regulations and optimize financial strategies. This hybrid role offers the perfect balance of autonomy and team support, with quarterly in-person workshops at our modern Scottsdale headquarters.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and provide compliance guidance on evolving tax codes
- Collaborate with senior associates to develop tax planning strategies
- Manage client relationships through virtual consultations and secure document portals
- Utilize ProSystem fx and Lacerte tax software for accurate reporting
- Review financial statements and identify tax-saving opportunities
- Stay current on tax legislation changes through continuous training
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with public accounting firm
- Proficiency in tax software (ProSystem fx, Lacerte, or CCH Axcess)
- Strong knowledge of IRS regulations and state tax codes
- Excellent analytical and problem-solving abilities
- Effective communication skills for client interactions
- Remote work experience with demonstrated self-discipline
- Ability to travel quarterly to Scottsdale office for team meetings