Job Description
Join our award-winning tax team at Phoenix Financial Group and accelerate 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 gaining hands-on experience with complex tax strategies and compliance. Our Phoenix-based firm offers a collaborative culture, competitive compensation, and clear pathways to senior leadership. Work alongside CPAs and enrolled agents while serving diverse clients from startups to Fortune 500 companies.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns using ProSystem fx and UltraTax
- Conduct tax research and provide compliance guidance for federal, state, and local jurisdictions
- Assist clients with tax planning strategies and IRS correspondence resolution
- Collaborate with audit teams to ensure tax-efficient financial reporting
- Maintain accurate client documentation and workflow management in CCH Axcess
- Participate in continuous tax law training and quarterly CPE sessions
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA candidates strongly preferred)
- 1-3 years of tax preparation experience in public accounting or corporate tax
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- Strong understanding of IRS procedures and federal/state tax codes
- Excellent analytical skills and attention to detail
- Active Arizona CPA license or eligibility to sit for CPA exam