Job Description
Join our elite tax team at WealthPoint Advisory Group, where we deliver premium financial solutions to high-net-worth clients across the Southwest. As a Senior Tax Associate, you'll work in our modern Chandler headquarters, handling complex tax compliance, strategic planning, and IRS representation for our diverse portfolio. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment designed for ambitious tax professionals.
Responsibilities
- Prepare and file federal, state, and international tax returns for high-net-worth individuals and corporations
- Lead tax planning strategies for business entities and investment portfolios
- Conduct IRS audits and represent clients before tax authorities
- Manage tax compliance for multi-state operations and international entities
- Develop tax-saving strategies using advanced deductions and credits
- Mentor junior associates on tax preparation best practices
- Collaborate with CFOs on M&A transaction structuring
Qualifications
- CPA license required (active in good standing)
- 5+ years of public accounting tax experience
- Advanced knowledge of IRS regulations and tax codes
- Proven experience with high-net-worth individual taxation
- Expertise in tax software (ProSystemFX, CCH Axcess)
- Strong analytical and problem-solving abilities
- Exceptional client communication and presentation skills
- Master's degree in Taxation preferred