Job Description
Join our dynamic team at Southwest Financial Group as a Tax Associate and accelerate your career in finance! We're seeking a detail-oriented professional to support our diverse client portfolio in Tucson's thriving business community. Enjoy competitive compensation, comprehensive benefits, and growth opportunities in a collaborative environment where your expertise truly matters. Why You'll Love Working With Us: Flexible hybrid work options, professional development stipends, and a supportive culture that values work-life balance. What We Offer: Health insurance, retirement planning, and quarterly performance bonuses. Apply today to become part of Arizona's premier financial services team!
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and provide compliance guidance to clients
- Assist with audits and IRS correspondence resolution
- Develop tax planning strategies to optimize client outcomes
- Utilize tax software (ProSystem fx, Lacerte) for efficient processing
- Collaborate with senior team members on complex tax scenarios
- Maintain accurate client documentation and filing systems
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (CPA candidates preferred)
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Active Arizona CPA license or eligibility to sit for exam
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines in a fast-paced environment