Job Description
Join our award-winning tax team in Phoenix and accelerate your career in finance! Phoenix Tax Solutions Group is seeking a detail-oriented Tax Associate to support our growing client base of high-net-worth individuals and small businesses. You'll work alongside CPAs in a collaborative environment while gaining exposure to complex tax strategies, compliance planning, and IRS representation. This is a hybrid role offering 3 days in our downtown Phoenix office and 2 remote days per week.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns
- Conduct tax research and provide compliance guidance
- Manage IRS audits and correspondence
- Develop tax planning strategies for diverse client portfolios
- Maintain accurate client documentation in tax software
- Collaborate with senior advisors on complex tax matters
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience (Big 4 or mid-size firm preferred)
- Active CPA license or enrolled agent status
- Proficiency in tax software (e.g., Lacerte, ProSeries)
- Strong analytical and problem-solving skills
- Excellent written and verbal communication
- Ability to manage multiple deadlines in fast-paced environment