Job Description
Join our elite tax team at Phoenix Financial Partners, where precision meets innovation in the heart of Arizona's financial hub. We're seeking a dynamic Senior Tax Associate to drive our clients' success through expert tax planning and compliance. Enjoy a collaborative culture with flexible work arrangements, competitive benefits, and clear pathways to leadership. Your expertise will directly impact high-net-worth individuals and thriving local businesses.
Why Phoenix Financial Partners?
• Industry-leading training program
• Quarterly performance bonuses
• Modern downtown workspace with skyline views
• Comprehensive health/dental/vision plans
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and corporations
- Conduct tax research and provide strategic planning recommendations
- Manage client relationships through proactive communication and issue resolution
- Lead audits and IRS correspondence with confidence and expertise
- Mentor junior associates through knowledge-sharing sessions
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Stay current with tax law changes through continuous education
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- CPA certification or active pursuit (must pass within 6 months)
- 3+ years of progressive tax preparation experience
- Expertise in corporate, partnership, and individual taxation
- Proficiency with tax compliance software and Microsoft Excel
- Strong analytical skills with attention to detail
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines in a fast-paced environment