Job Description
Join Pinnacle Wealth Partners as a Senior Tax Associate and elevate your career in Scottsdale's premier financial district. We're seeking a detail-oriented tax professional to deliver exceptional service to high-net-worth clients and growing businesses. Enjoy a competitive compensation package, flexible scheduling, and opportunities for rapid advancement in our collaborative environment.
Responsibilities
- Prepare and file complex individual, corporate, and partnership tax returns
- Conduct tax research and provide strategic planning recommendations
- Manage IRS/state audit inquiries and compliance documentation
- Develop tax-efficient strategies for investment portfolios and business operations
- Mentor junior associates and optimize department workflows
- Collaborate with wealth management teams on integrated financial solutions
Qualifications
- CPA license or active pursuit (required)
- 5+ years of tax preparation experience in public accounting
- Expertise in multi-state taxation and S-corporations
- Proficiency with Lacerte, ProSystem fx, or comparable tax software
- Exceptional analytical and client communication skills
- Experience with international tax filings a plus