Job Description
Join our elite tax team in Scottsdale's thriving financial district! Pinnacle Financial Group seeks a meticulous Tax Associate to drive our clients' success through comprehensive tax planning and compliance. Enjoy a collaborative culture, cutting-edge resources, and career advancement opportunities in Arizona's premier business hub.
Responsibilities
- Prepare and file federal, state, and local tax returns for high-net-worth individuals and corporations
- Conduct tax research and ensure compliance with evolving IRS regulations
- Develop strategic tax minimization plans and optimize client portfolios
- Manage client relationships with proactive communication and exceptional service
- Collaborate with audit teams to resolve discrepancies and ensure accuracy
- Utilize tax software (ProSystem fx, Lacerte) for efficient document processing
- Stay updated on tax law changes through continuous professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of direct tax preparation experience in public accounting
- Expert knowledge of individual, corporate, and partnership taxation
- Proficient in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication abilities
- Active CPA license or CPA candidate with scheduled exam
- Proven ability to manage multiple deadlines in fast-paced environments