Job Description
Join Scottsdale Financial Group and launch your tax career tomorrow! We're seeking a detail-oriented Tax Associate to support our high-net-worth clientele in sunny Scottsdale. Enjoy competitive benefits, flexible work arrangements, and mentorship from CPA experts in a collaborative, growth-focused environment. Perfect for recent graduates or professionals transitioning into tax services!
Responsibilities
- Prepare and file federal/state tax returns for individuals and corporations
- Conduct tax research and compliance analysis using authoritative sources
- Manage client relationships through proactive communication and problem-solving
- Utilize tax software (ProSystem, Lacerte, or CCH) for efficient processing
- Collaborate with senior staff on complex tax planning strategies
- Ensure accuracy in documentation and adherence to IRS guidelines
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (internships acceptable)
- Active CPA license or pursuit of CPA designation
- Proficiency in Microsoft Excel and tax software platforms
- Strong analytical skills and attention to detail
- Excellent verbal/written communication abilities
- Ability to multitask in a fast-paced client service environment